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Aptus Capital Advisors, LLC: IBDW position timeline

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

Aptus Capital Advisors, LLC held 7,526,023 IBDW 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 7,526,023 shares
    Change vs previous 13F +132,719 shares

    1.15% of the 13F portfolio, value $156,842,319.

    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 7,393,304 shares
    Change vs previous 13F +132,719 shares

    1.3% of the 13F portfolio, value $154,741,853.

    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 7,260,585 shares
    Change vs previous 13F +376,635 shares

    1.3% of the 13F portfolio, value $153,561,373.

    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 6,883,950 shares
    Change vs previous 13F +523,702 shares

    1.33% of the 13F portfolio, value $146,077,419.

    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 6,360,248 shares
    Change vs previous 13F +383,809 shares

    1.32% of the 13F portfolio, value $133,819,618.

    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 5,976,439 shares
    Change vs previous 13F +663,595 shares

    1.41% of the 13F portfolio, value $124,011,109.

    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 5,312,844 shares
    Change vs previous 13F +1,764,384 shares

    1.29% of the 13F portfolio, value $108,116,375.

    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 3,548,460 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $75,298,321.

    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).