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Aptus Capital Advisors, LLC: IBDU position timeline

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

Aptus Capital Advisors, LLC held 6,497,005 IBDU 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 6,497,005 shares
    Change vs previous 13F +115,992 shares

    1.1% of the 13F portfolio, value $150,470,635.

    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 6,381,013 shares
    Change vs previous 13F -278,615 shares

    1.25% of the 13F portfolio, value $148,422,362.

    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 6,659,628 shares
    Change vs previous 13F +1,215,342 shares

    1.32% of the 13F portfolio, value $155,868,594.

    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 5,444,286 shares
    Change vs previous 13F +414,202 shares

    1.17% of the 13F portfolio, value $127,777,392.

    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 5,030,084 shares
    Change vs previous 13F +303,559 shares

    1.16% of the 13F portfolio, value $117,351,860.

    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 4,726,525 shares
    Change vs previous 13F +524,845 shares

    1.24% of the 13F portfolio, value $109,324,523.

    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 4,201,680 shares
    Change vs previous 13F +1,025,683 shares

    1.14% of the 13F portfolio, value $95,798,304.

    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 3,175,997 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $74,667,689.

    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).