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Aptus Capital Advisors, LLC: IUSB position timeline

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

Aptus Capital Advisors, LLC held 30,643 IUSB 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 30,643 shares
    Change vs previous 13F -1,188 shares

    0.01% of the 13F portfolio, value $1,414,175.

    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 31,831 shares
    Change vs previous 13F -59,359 shares

    0.01% of the 13F portfolio, value $1,470,274.

    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 91,190 shares
    Change vs previous 13F +58,799 shares

    0.04% of the 13F portfolio, value $4,243,982.

    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 32,391 shares
    Change vs previous 13F -296,805 shares

    0.01% of the 13F portfolio, value $1,512,983.

    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 329,196 shares
    Change vs previous 13F -130,778 shares

    0.15% of the 13F portfolio, value $15,218,719.

    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 459,974 shares
    Change vs previous 13F +2,439 shares

    0.24% of the 13F portfolio, value $21,195,599.

    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 457,535 shares
    Change vs previous 13F +390,624 shares

    0.25% of the 13F portfolio, value $20,680,579.

    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 66,911 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,152,846.

    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).