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Aptus Capital Advisors, LLC: NEM position timeline

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

Aptus Capital Advisors, LLC held 97,757 NEM 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 97,757 shares
    Change vs previous 13F +3,189 shares

    0.07% of the 13F portfolio, value $9,130,503.

    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 94,568 shares
    Change vs previous 13F -71,262 shares

    0.09% of the 13F portfolio, value $10,236,986.

    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 165,830 shares
    Change vs previous 13F +5,513 shares

    0.14% of the 13F portfolio, value $16,558,126.

    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 160,317 shares
    Change vs previous 13F +2,947 shares

    0.12% of the 13F portfolio, value $13,516,326.

    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 157,370 shares
    Change vs previous 13F +7,485 shares

    0.09% of the 13F portfolio, value $9,168,377.

    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 149,885 shares
    Change vs previous 13F +137,293 shares

    0.08% of the 13F portfolio, value $7,236,448.

    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 12,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $468,674.

    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).