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Aptus Capital Advisors, LLC: MSIF position timeline

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

Aptus Capital Advisors, LLC held 11,797 MSIF 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 11,797 shares
    Change vs previous 13F -1,075 shares

    <0.01% of the 13F portfolio, value $136,491.

    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 12,872 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $156,781.

    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).