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Aptus Capital Advisors, LLC: AAPL position timeline

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

Aptus Capital Advisors, LLC held 1,153,157 AAPL 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 1,153,157 shares
    Change vs previous 13F +32,388 shares

    2.44% of the 13F portfolio, value $333,677,546.

    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 1,120,769 shares
    Change vs previous 13F -52,403 shares

    2.39% of the 13F portfolio, value $284,439,995.

    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 1,173,172 shares
    Change vs previous 13F +42,652 shares

    2.71% of the 13F portfolio, value $318,938,537.

    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 1,130,520 shares
    Change vs previous 13F +20,552 shares

    2.63% of the 13F portfolio, value $287,864,278.

    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 1,109,968 shares
    Change vs previous 13F +47,040 shares

    2.25% of the 13F portfolio, value $227,732,315.

    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 1,062,928 shares
    Change vs previous 13F +65,230 shares

    2.68% of the 13F portfolio, value $236,108,165.

    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 997,698 shares
    Change vs previous 13F +250,334 shares

    2.97% of the 13F portfolio, value $249,843,594.

    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 747,364 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $174,135,812.

    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).