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Aptus Capital Advisors, LLC: ACN position timeline

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

Aptus Capital Advisors, LLC held 9,387 ACN 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 9,387 shares
    Change vs previous 13F -4,725 shares

    0.01% of the 13F portfolio, value $1,168,119.

    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 14,112 shares
    Change vs previous 13F -3,666 shares

    0.02% of the 13F portfolio, value $2,798,268.

    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 17,778 shares
    Change vs previous 13F +1,544 shares

    0.04% of the 13F portfolio, value $4,769,838.

    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 16,234 shares
    Change vs previous 13F -33,056 shares

    0.04% of the 13F portfolio, value $4,003,305.

    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 49,290 shares
    Change vs previous 13F +2,341 shares

    0.15% of the 13F portfolio, value $14,732,206.

    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 46,949 shares
    Change vs previous 13F -24,836 shares

    0.17% of the 13F portfolio, value $14,650,048.

    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 71,785 shares
    Change vs previous 13F +11,026 shares

    0.3% of the 13F portfolio, value $25,253,249.

    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 60,759 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $21,477,091.

    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).