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Aptus Capital Advisors, LLC: ACA position timeline

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

Aptus Capital Advisors, LLC held 133,243 ACA 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 133,243 shares
    Change vs previous 13F +813 shares

    0.14% of the 13F portfolio, value $19,358,876.

    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 132,430 shares
    Change vs previous 13F +1,340 shares

    0.12% of the 13F portfolio, value $14,056,121.

    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 131,090 shares
    Change vs previous 13F +570 shares

    0.12% of the 13F portfolio, value $13,937,489.

    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 130,520 shares
    Change vs previous 13F +17,166 shares

    0.11% of the 13F portfolio, value $12,231,029.

    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 113,354 shares
    Change vs previous 13F +10,033 shares

    0.1% of the 13F portfolio, value $9,828,925.

    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 103,321 shares
    Change vs previous 13F +11,799 shares

    0.09% of the 13F portfolio, value $7,968,116.

    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 91,522 shares
    Change vs previous 13F +16,546 shares

    0.11% of the 13F portfolio, value $8,853,838.

    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 74,976 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,104,726.

    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).