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Aptus Capital Advisors, LLC: APH position timeline

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

Aptus Capital Advisors, LLC held 203,134 APH 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 203,134 shares
    Change vs previous 13F +10,972 shares

    0.26% of the 13F portfolio, value $35,818,351.

    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 192,162 shares
    Change vs previous 13F +37,996 shares

    0.2% of the 13F portfolio, value $24,281,451.

    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 154,166 shares
    Change vs previous 13F +136,163 shares

    0.18% of the 13F portfolio, value $20,835,754.

    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 18,003 shares
    Change vs previous 13F -1,272 shares

    0.02% of the 13F portfolio, value $2,227,872.

    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 19,275 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $1,903,359.

    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 19,306 shares
    Change vs previous 13F +2,401 shares

    0.01% of the 13F portfolio, value $1,266,287.

    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 16,905 shares
    Change vs previous 13F +7,339 shares

    0.01% of the 13F portfolio, value $1,175,972.

    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 9,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $623,321.

    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).