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Aptus Capital Advisors, LLC: NJR position timeline

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

Aptus Capital Advisors, LLC held 204,552 NJR 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 204,552 shares
    Change vs previous 13F +1,241 shares

    0.08% of the 13F portfolio, value $11,463,094.

    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 203,311 shares
    Change vs previous 13F +2,047 shares

    0.09% of the 13F portfolio, value $11,165,840.

    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 201,264 shares
    Change vs previous 13F +837 shares

    0.08% of the 13F portfolio, value $9,282,296.

    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 200,427 shares
    Change vs previous 13F +26,020 shares

    0.09% of the 13F portfolio, value $9,650,561.

    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 174,407 shares
    Change vs previous 13F +15,104 shares

    0.08% of the 13F portfolio, value $7,816,921.

    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 159,303 shares
    Change vs previous 13F +43,074 shares

    0.09% of the 13F portfolio, value $7,815,405.

    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 116,229 shares
    Change vs previous 13F +23,907 shares

    0.06% of the 13F portfolio, value $5,422,794.

    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 92,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,357,598.

    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).