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Aptus Capital Advisors, LLC: IDUB position timeline

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

Aptus Capital Advisors, LLC held 7,599,472 IDUB 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 7,599,472 shares
    Change vs previous 13F +251,796 shares

    1.53% of the 13F portfolio, value $208,871,500.

    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 7,347,676 shares
    Change vs previous 13F +226,787 shares

    1.52% of the 13F portfolio, value $181,267,177.

    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 7,120,889 shares
    Change vs previous 13F +1,305,491 shares

    1.47% of the 13F portfolio, value $173,251,236.

    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 5,815,398 shares
    Change vs previous 13F -551,173 shares

    1.25% of the 13F portfolio, value $136,952,633.

    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 6,366,571 shares
    Change vs previous 13F +397,684 shares

    1.4% of the 13F portfolio, value $141,719,885.

    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 5,968,887 shares
    Change vs previous 13F +639,603 shares

    1.41% of the 13F portfolio, value $124,524,107.

    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 5,329,284 shares
    Change vs previous 13F +510,593 shares

    1.27% of the 13F portfolio, value $107,065,315.

    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 4,818,691 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $104,999,277.

    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).