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Aptus Capital Advisors, LLC: CASH position timeline

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

Aptus Capital Advisors, LLC held 145,145 CASH 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 145,145 shares
    Change vs previous 13F +872 shares

    0.09% of the 13F portfolio, value $12,636,324.

    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 144,273 shares
    Change vs previous 13F +1,460 shares

    0.11% of the 13F portfolio, value $12,873,479.

    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 142,813 shares
    Change vs previous 13F +598 shares

    0.09% of the 13F portfolio, value $10,139,723.

    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 142,215 shares
    Change vs previous 13F +18,720 shares

    0.1% of the 13F portfolio, value $10,525,332.

    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 123,495 shares
    Change vs previous 13F +10,979 shares

    0.1% of the 13F portfolio, value $9,770,925.

    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 112,516 shares
    Change vs previous 13F +12,722 shares

    0.09% of the 13F portfolio, value $8,208,042.

    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 99,794 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,342,843.

    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).