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Aptus Capital Advisors, LLC: IJR position timeline

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

Aptus Capital Advisors, LLC held 86,247 IJR 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 86,247 shares
    Change vs previous 13F -2,338 shares

    0.09% of the 13F portfolio, value $12,791,293.

    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 88,585 shares
    Change vs previous 13F -8,969 shares

    0.09% of the 13F portfolio, value $11,012,001.

    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 97,554 shares
    Change vs previous 13F -4,983 shares

    0.1% of the 13F portfolio, value $11,724,040.

    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 102,537 shares
    Change vs previous 13F +1,612 shares

    0.11% of the 13F portfolio, value $12,184,472.

    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 100,925 shares
    Change vs previous 13F -7,850 shares

    0.11% of the 13F portfolio, value $11,030,098.

    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 108,775 shares
    Change vs previous 13F +26,652 shares

    0.13% of the 13F portfolio, value $11,374,648.

    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 82,123 shares
    Change vs previous 13F +52,375 shares

    0.11% of the 13F portfolio, value $9,462,259.

    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 29,748 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,479,326.

    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).