Skip to content
Disclosery

Aptus Capital Advisors, LLC: IVW position timeline

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

Aptus Capital Advisors, LLC held 49,682 IVW 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 49,682 shares
    Change vs previous 13F +5,535 shares

    0.05% of the 13F portfolio, value $6,832,765.

    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 44,147 shares
    Change vs previous 13F -6,763 shares

    0.04% of the 13F portfolio, value $4,993,467.

    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 50,910 shares
    Change vs previous 13F +1,300 shares

    0.05% of the 13F portfolio, value $6,275,167.

    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 49,610 shares
    Change vs previous 13F -2,248 shares

    0.05% of the 13F portfolio, value $5,988,919.

    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 51,858 shares
    Change vs previous 13F -1,740 shares

    0.06% of the 13F portfolio, value $5,709,595.

    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 53,598 shares
    Change vs previous 13F +2,524 shares

    0.06% of the 13F portfolio, value $4,975,540.

    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 51,074 shares
    Change vs previous 13F +4,889 shares

    0.06% of the 13F portfolio, value $5,185,593.

    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 46,185 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,422,214.

    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).