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Aptus Capital Advisors, LLC: WTBA position timeline

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

Aptus Capital Advisors, LLC held 411,047 WTBA 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 411,047 shares
    Change vs previous 13F +2,479 shares

    0.08% of the 13F portfolio, value $10,905,077.

    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 408,568 shares
    Change vs previous 13F +4,141 shares

    0.08% of the 13F portfolio, value $9,719,833.

    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 404,427 shares
    Change vs previous 13F +1,763 shares

    0.08% of the 13F portfolio, value $8,974,236.

    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 402,664 shares
    Change vs previous 13F +53,182 shares

    0.07% of the 13F portfolio, value $8,182,132.

    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 349,482 shares
    Change vs previous 13F +31,101 shares

    0.07% of the 13F portfolio, value $6,860,332.

    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 318,381 shares
    Change vs previous 13F +35,977 shares

    0.07% of the 13F portfolio, value $6,348,518.

    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 282,404 shares
    Change vs previous 13F +51,775 shares

    0.07% of the 13F portfolio, value $6,114,047.

    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 230,629 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,384,257.

    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).