Skip to content
Disclosery

Aptus Capital Advisors, LLC: IBDV position timeline

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

Aptus Capital Advisors, LLC held 6,150,150 IBDV 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 6,150,150 shares
    Change vs previous 13F +108,447 shares

    0.98% of the 13F portfolio, value $134,073,270.

    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 6,041,703 shares
    Change vs previous 13F +108,447 shares

    1.11% of the 13F portfolio, value $132,252,879.

    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 5,933,256 shares
    Change vs previous 13F +307,755 shares

    1.11% of the 13F portfolio, value $130,946,960.

    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 5,625,501 shares
    Change vs previous 13F +427,926 shares

    1.14% of the 13F portfolio, value $124,604,847.

    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 5,197,575 shares
    Change vs previous 13F +313,617 shares

    1.13% of the 13F portfolio, value $114,242,699.

    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 4,883,958 shares
    Change vs previous 13F +542,235 shares

    1.2% of the 13F portfolio, value $106,079,568.

    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 4,341,723 shares
    Change vs previous 13F +1,738,334 shares

    1.1% of the 13F portfolio, value $92,739,203.

    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 2,603,389 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $57,717,134.

    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).