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Aptus Capital Advisors, LLC: PM position timeline

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

Aptus Capital Advisors, LLC held 33,752 PM 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 33,752 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $6,109,085.

    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 34,152 shares
    Change vs previous 13F -3,834 shares

    0.05% of the 13F portfolio, value $5,649,592.

    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 37,986 shares
    Change vs previous 13F +1,035 shares

    0.05% of the 13F portfolio, value $6,095,854.

    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 36,951 shares
    Change vs previous 13F +272 shares

    0.05% of the 13F portfolio, value $5,993,436.

    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 36,679 shares
    Change vs previous 13F +4,619 shares

    0.07% of the 13F portfolio, value $6,682,867.

    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 32,060 shares
    Change vs previous 13F +1,196 shares

    0.06% of the 13F portfolio, value $5,088,843.

    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 30,864 shares
    Change vs previous 13F +14,490 shares

    0.04% of the 13F portfolio, value $3,739,983.

    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 16,374 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,987,803.

    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).