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Aptus Capital Advisors, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on IBDT, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 1,910 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,910 shares
    Change vs previous 13F +1,324 shares

    <0.01% of the 13F portfolio, value $48,228.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 586 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $14,843.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,022 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $26,015.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 601 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $15,338.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 599 shares
    Change vs previous 13F -2,333,619 shares

    <0.01% of the 13F portfolio, value $15,227.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,334,218 shares
    Change vs previous 13F +259,185 shares

    0.67% of the 13F portfolio, value $58,962,347.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,075,033 shares
    Change vs previous 13F -1,255,487 shares

    0.61% of the 13F portfolio, value $51,668,322.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,330,520 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $85,028,176.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).