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Aptus Capital Advisors, LLC: C position timeline

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

Aptus Capital Advisors, LLC held 202,160 C 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 202,160 shares
    Change vs previous 13F -4,963 shares

    0.21% of the 13F portfolio, value $28,294,364.

    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 207,123 shares
    Change vs previous 13F -9,914 shares

    0.2% of the 13F portfolio, value $23,489,861.

    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 217,037 shares
    Change vs previous 13F -7,994 shares

    0.22% of the 13F portfolio, value $25,326,089.

    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 225,031 shares
    Change vs previous 13F +8,233 shares

    0.21% of the 13F portfolio, value $22,840,684.

    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 216,798 shares
    Change vs previous 13F +6,221 shares

    0.18% of the 13F portfolio, value $18,453,839.

    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 210,577 shares
    Change vs previous 13F +20,978 shares

    0.17% of the 13F portfolio, value $14,948,838.

    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 189,599 shares
    Change vs previous 13F +28,061 shares

    0.16% of the 13F portfolio, value $13,345,906.

    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 161,538 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,112,279.

    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).