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Aptus Capital Advisors, LLC: IDA position timeline

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

Aptus Capital Advisors, LLC held 64,018 IDA 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 64,018 shares
    Change vs previous 13F +385 shares

    0.07% of the 13F portfolio, value $9,685,924.

    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 63,633 shares
    Change vs previous 13F +13,333 shares

    0.08% of the 13F portfolio, value $9,097,610.

    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 50,300 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,365,968.

    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).