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Aptus Capital Advisors, LLC: MO position timeline

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

Aptus Capital Advisors, LLC held 304,322 MO 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 304,322 shares
    Change vs previous 13F +8,795 shares

    0.16% of the 13F portfolio, value $21,898,889.

    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 295,527 shares
    Change vs previous 13F -3,572 shares

    0.16% of the 13F portfolio, value $19,504,681.

    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 299,099 shares
    Change vs previous 13F +6,818 shares

    0.15% of the 13F portfolio, value $17,248,878.

    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 292,281 shares
    Change vs previous 13F +14,659 shares

    0.18% of the 13F portfolio, value $19,310,897.

    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 277,622 shares
    Change vs previous 13F +23,087 shares

    0.16% of the 13F portfolio, value $16,279,575.

    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 254,535 shares
    Change vs previous 13F +20,479 shares

    0.17% of the 13F portfolio, value $15,277,174.

    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 234,056 shares
    Change vs previous 13F +37,213 shares

    0.15% of the 13F portfolio, value $12,259,664.

    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 196,843 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,046,867.

    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).