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Aptus Capital Advisors, LLC: CPA position timeline

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

Aptus Capital Advisors, LLC held 66,892 CPA 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 66,892 shares
    Change vs previous 13F +370 shares

    0.08% of the 13F portfolio, value $10,406,389.

    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 66,522 shares
    Change vs previous 13F +700 shares

    0.06% of the 13F portfolio, value $7,557,564.

    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 65,822 shares
    Change vs previous 13F +285 shares

    0.07% of the 13F portfolio, value $7,938,792.

    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 65,537 shares
    Change vs previous 13F +8,510 shares

    0.07% of the 13F portfolio, value $7,787,107.

    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 57,027 shares
    Change vs previous 13F +4,785 shares

    0.06% of the 13F portfolio, value $6,271,259.

    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 52,242 shares
    Change vs previous 13F +5,808 shares

    0.05% of the 13F portfolio, value $4,830,296.

    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 46,434 shares
    Change vs previous 13F +8,692 shares

    0.05% of the 13F portfolio, value $4,080,620.

    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 37,742 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,541,710.

    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).