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Aptus Capital Advisors, LLC: PRI position timeline

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

Aptus Capital Advisors, LLC held 52,406 PRI 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 52,406 shares
    Change vs previous 13F +301 shares

    0.11% of the 13F portfolio, value $14,893,785.

    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 52,105 shares
    Change vs previous 13F +498 shares

    0.11% of the 13F portfolio, value $13,051,261.

    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 51,607 shares
    Change vs previous 13F +168 shares

    0.11% of the 13F portfolio, value $13,333,185.

    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 51,439 shares
    Change vs previous 13F +6,746 shares

    0.13% of the 13F portfolio, value $14,278,953.

    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 44,693 shares
    Change vs previous 13F +3,914 shares

    0.12% of the 13F portfolio, value $12,231,133.

    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 40,779 shares
    Change vs previous 13F +4,752 shares

    0.13% of the 13F portfolio, value $11,602,849.

    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 36,027 shares
    Change vs previous 13F +6,682 shares

    0.12% of the 13F portfolio, value $9,778,448.

    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 29,345 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,780,827.

    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).