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Aptus Capital Advisors, LLC: MUB position timeline

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

Aptus Capital Advisors, LLC held 197,324 MUB 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 197,324 shares
    Change vs previous 13F +9,111 shares

    0.16% of the 13F portfolio, value $21,236,009.

    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 188,213 shares
    Change vs previous 13F +31,161 shares

    0.17% of the 13F portfolio, value $19,978,810.

    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 157,052 shares
    Change vs previous 13F +3,014 shares

    0.14% of the 13F portfolio, value $16,821,840.

    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 154,038 shares
    Change vs previous 13F -9,752 shares

    0.15% of the 13F portfolio, value $16,403,507.

    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 163,790 shares
    Change vs previous 13F +10,529 shares

    0.17% of the 13F portfolio, value $17,112,706.

    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 153,261 shares
    Change vs previous 13F +46,034 shares

    0.18% of the 13F portfolio, value $16,159,803.

    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 107,227 shares
    Change vs previous 13F +42,038 shares

    0.14% of the 13F portfolio, value $11,425,010.

    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 65,189 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,081,481.

    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).