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Aptus Capital Advisors, LLC: MAR position timeline

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

Aptus Capital Advisors, LLC held 50,067 MAR 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 50,067 shares
    Change vs previous 13F +1,190 shares

    0.14% of the 13F portfolio, value $18,554,370.

    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 48,877 shares
    Change vs previous 13F -44,808 shares

    0.13% of the 13F portfolio, value $15,986,236.

    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 93,685 shares
    Change vs previous 13F -7,409 shares

    0.25% of the 13F portfolio, value $29,064,869.

    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 101,094 shares
    Change vs previous 13F +18,739 shares

    0.24% of the 13F portfolio, value $26,328,950.

    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 82,355 shares
    Change vs previous 13F -5,065 shares

    0.22% of the 13F portfolio, value $22,500,208.

    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 87,420 shares
    Change vs previous 13F +9,941 shares

    0.24% of the 13F portfolio, value $20,823,357.

    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 77,479 shares
    Change vs previous 13F +8,975 shares

    0.26% of the 13F portfolio, value $21,611,854.

    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 68,504 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $17,030,095.

    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).