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Aptus Capital Advisors, LLC: APD position timeline

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

Aptus Capital Advisors, LLC held 12,551 APD 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 12,551 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $3,679,702.

    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 12,421 shares
    Change vs previous 13F -948 shares

    0.03% of the 13F portfolio, value $3,608,176.

    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 13,369 shares
    Change vs previous 13F -2,287 shares

    0.03% of the 13F portfolio, value $3,302,410.

    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 15,656 shares
    Change vs previous 13F -1,619 shares

    0.04% of the 13F portfolio, value $4,269,704.

    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 17,275 shares
    Change vs previous 13F -1,395 shares

    0.05% of the 13F portfolio, value $4,872,596.

    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 18,670 shares
    Change vs previous 13F +3,640 shares

    0.06% of the 13F portfolio, value $5,506,294.

    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 15,030 shares
    Change vs previous 13F +11,644 shares

    0.05% of the 13F portfolio, value $4,359,161.

    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 3,386 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,008,148.

    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).