Skip to content
Disclosery

Aptus Capital Advisors, LLC: IOT position timeline

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

Aptus Capital Advisors, LLC held 224,249 IOT 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 224,249 shares
    Change vs previous 13F -122 shares

    0.05% of the 13F portfolio, value $7,272,395.

    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 224,371 shares
    Change vs previous 13F +734 shares

    0.06% of the 13F portfolio, value $7,110,317.

    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 223,637 shares
    Change vs previous 13F +95 shares

    0.07% of the 13F portfolio, value $7,927,932.

    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 223,542 shares
    Change vs previous 13F +70 shares

    0.08% of the 13F portfolio, value $8,326,940.

    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 223,472 shares
    Change vs previous 13F +151 shares

    0.09% of the 13F portfolio, value $8,889,716.

    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 223,321 shares
    Change vs previous 13F +71 shares

    0.1% of the 13F portfolio, value $8,559,894.

    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 223,250 shares
    Change vs previous 13F -69 shares

    0.12% of the 13F portfolio, value $9,753,792.

    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 223,319 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,746,110.

    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).