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Aptus Capital Advisors, LLC: IEF position timeline

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

Aptus Capital Advisors, LLC held 23,166 IEF 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 23,166 shares
    Change vs previous 13F +3,145 shares

    0.02% of the 13F portfolio, value $2,190,808.

    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 20,021 shares
    Change vs previous 13F -330 shares

    0.02% of the 13F portfolio, value $1,910,805.

    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 20,351 shares
    Change vs previous 13F -367 shares

    0.02% of the 13F portfolio, value $1,956,952.

    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 20,718 shares
    Change vs previous 13F -4,138 shares

    0.02% of the 13F portfolio, value $1,998,459.

    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 24,856 shares
    Change vs previous 13F -5,480 shares

    0.02% of the 13F portfolio, value $2,380,432.

    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 30,336 shares
    Change vs previous 13F +6,924 shares

    0.03% of the 13F portfolio, value $2,893,150.

    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 23,412 shares
    Change vs previous 13F +21,077 shares

    0.03% of the 13F portfolio, value $2,164,396.

    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 2,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,110.

    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).