Skip to content
Disclosery

Aptus Capital Advisors, LLC: PEP position timeline

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

Aptus Capital Advisors, LLC held 232,526 PEP 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 232,526 shares
    Change vs previous 13F +4,027 shares

    0.23% of the 13F portfolio, value $31,484,020.

    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 228,499 shares
    Change vs previous 13F +10,108 shares

    0.3% of the 13F portfolio, value $35,483,609.

    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 218,391 shares
    Change vs previous 13F -2,553 shares

    0.27% of the 13F portfolio, value $31,343,476.

    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 220,944 shares
    Change vs previous 13F +9,099 shares

    0.28% of the 13F portfolio, value $31,029,376.

    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 211,845 shares
    Change vs previous 13F -1,832 shares

    0.28% of the 13F portfolio, value $27,972,062.

    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 213,677 shares
    Change vs previous 13F +146,204 shares

    0.36% of the 13F portfolio, value $32,038,753.

    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 67,473 shares
    Change vs previous 13F -70,162 shares

    0.12% of the 13F portfolio, value $10,334,904.

    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 137,635 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $23,404,832.

    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).