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Aptus Capital Advisors, LLC: IBDX position timeline

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

Aptus Capital Advisors, LLC held 6,456,747 IBDX 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 6,456,747 shares
    Change vs previous 13F +113,849 shares

    1.19% of the 13F portfolio, value $162,645,457.

    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 6,342,898 shares
    Change vs previous 13F +113,849 shares

    1.35% of the 13F portfolio, value $160,285,032.

    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 6,229,049 shares
    Change vs previous 13F +1,616,655 shares

    1.35% of the 13F portfolio, value $159,027,621.

    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 4,612,394 shares
    Change vs previous 13F +350,838 shares

    1.08% of the 13F portfolio, value $118,169,534.

    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 4,261,556 shares
    Change vs previous 13F +257,121 shares

    1.06% of the 13F portfolio, value $107,753,443.

    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 4,004,435 shares
    Change vs previous 13F +444,555 shares

    1.13% of the 13F portfolio, value $100,070,831.

    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 3,559,880 shares
    Change vs previous 13F +1,438,262 shares

    1.04% of the 13F portfolio, value $87,501,850.

    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 2,121,618 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $54,546,799.

    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).