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Aptus Capital Advisors, LLC: IWD position timeline

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

Aptus Capital Advisors, LLC held 61,322 IWD 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 61,322 shares
    Change vs previous 13F +2,540 shares

    0.11% of the 13F portfolio, value $14,866,292.

    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 58,782 shares
    Change vs previous 13F +320 shares

    0.11% of the 13F portfolio, value $12,559,950.

    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 58,462 shares
    Change vs previous 13F -1,002 shares

    0.1% of the 13F portfolio, value $12,296,897.

    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 59,464 shares
    Change vs previous 13F +494 shares

    0.11% of the 13F portfolio, value $12,106,276.

    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 58,970 shares
    Change vs previous 13F -1,664 shares

    0.11% of the 13F portfolio, value $11,453,700.

    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 60,634 shares
    Change vs previous 13F -2,332 shares

    0.13% of the 13F portfolio, value $11,408,974.

    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 62,966 shares
    Change vs previous 13F +6,046 shares

    0.14% of the 13F portfolio, value $11,656,981.

    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 56,920 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,803,416.

    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).