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Aptus Capital Advisors, LLC: ITOT position timeline

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

Aptus Capital Advisors, LLC held 100,797 ITOT 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 100,797 shares
    Change vs previous 13F +2,511 shares

    0.12% of the 13F portfolio, value $16,557,923.

    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 98,286 shares
    Change vs previous 13F -88,671 shares

    0.12% of the 13F portfolio, value $13,998,875.

    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 186,957 shares
    Change vs previous 13F -11,823 shares

    0.24% of the 13F portfolio, value $27,798,636.

    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 198,780 shares
    Change vs previous 13F +95,144 shares

    0.26% of the 13F portfolio, value $28,952,307.

    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 103,636 shares
    Change vs previous 13F +471 shares

    0.14% of the 13F portfolio, value $13,994,980.

    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 103,165 shares
    Change vs previous 13F +2,022 shares

    0.14% of the 13F portfolio, value $12,587,216.

    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 101,143 shares
    Change vs previous 13F +90,583 shares

    0.15% of the 13F portfolio, value $13,009,072.

    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 10,560 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,326,547.

    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).