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Aptus Capital Advisors, LLC: PR position timeline

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

Aptus Capital Advisors, LLC held 315,512 PR 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 315,512 shares
    Change vs previous 13F -1,507 shares

    0.04% of the 13F portfolio, value $5,808,576.

    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 317,019 shares
    Change vs previous 13F +22,467 shares

    0.06% of the 13F portfolio, value $6,758,845.

    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 294,552 shares
    Change vs previous 13F +29,838 shares

    0.04% of the 13F portfolio, value $4,132,565.

    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 264,714 shares
    Change vs previous 13F +28,032 shares

    0.03% of the 13F portfolio, value $3,388,339.

    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 236,682 shares
    Change vs previous 13F +51,176 shares

    0.03% of the 13F portfolio, value $3,223,608.

    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 185,506 shares
    Change vs previous 13F +107,219 shares

    0.03% of the 13F portfolio, value $2,569,263.

    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 78,287 shares
    Change vs previous 13F +59,653 shares

    0.01% of the 13F portfolio, value $1,125,768.

    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 18,634 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,609.

    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).