Skip to content
Disclosery

Aptus Capital Advisors, LLC: BOXX position timeline

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

Aptus Capital Advisors, LLC held 85,693 BOXX 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 85,693 shares
    Change vs previous 13F +9,064 shares

    0.07% of the 13F portfolio, value $10,033,793.

    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 76,629 shares
    Change vs previous 13F +11,233 shares

    0.07% of the 13F portfolio, value $8,911,186.

    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 65,396 shares
    Change vs previous 13F +20,607 shares

    0.06% of the 13F portfolio, value $7,527,080.

    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 44,789 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,099,676.

    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).