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Aptus Capital Advisors, LLC: IEV position timeline

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

Aptus Capital Advisors, LLC held 57,778 IEV 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 57,778 shares
    Change vs previous 13F +4,977 shares

    0.03% of the 13F portfolio, value $4,209,127.

    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 52,801 shares
    Change vs previous 13F -5,279 shares

    0.03% of the 13F portfolio, value $3,587,300.

    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 58,080 shares
    Change vs previous 13F +156 shares

    0.03% of the 13F portfolio, value $3,984,288.

    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 57,924 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $3,792,864.

    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 57,939 shares
    Change vs previous 13F +710 shares

    0.04% of the 13F portfolio, value $3,664,670.

    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 57,229 shares
    Change vs previous 13F -3,534 shares

    0.04% of the 13F portfolio, value $3,330,737.

    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 60,763 shares
    Change vs previous 13F -1,555 shares

    0.04% of the 13F portfolio, value $3,163,330.

    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 62,318 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,631,270.

    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).