Skip to content
Disclosery

Aptus Capital Advisors, LLC: PRFZ position timeline

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

Aptus Capital Advisors, LLC held 4,114 PRFZ 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 4,114 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $229,438.

    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 4,106 shares
    Change vs previous 13F -628 shares

    <0.01% of the 13F portfolio, value $188,342.

    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 4,734 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $217,243.

    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 4,535 shares
    Change vs previous 13F -756 shares

    <0.01% of the 13F portfolio, value $205,980.

    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 5,291 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $215,185.

    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 5,465 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $206,905.

    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 5,523 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $229,812.

    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 5,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,849.

    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).