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Aptus Capital Advisors, LLC: DE position timeline

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

Aptus Capital Advisors, LLC held 24,059 DE 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 24,059 shares
    Change vs previous 13F +120 shares

    0.11% of the 13F portfolio, value $15,262,073.

    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 23,939 shares
    Change vs previous 13F -21,608 shares

    0.11% of the 13F portfolio, value $13,485,541.

    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 45,547 shares
    Change vs previous 13F +1,014 shares

    0.18% of the 13F portfolio, value $21,205,997.

    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 44,533 shares
    Change vs previous 13F +2,735 shares

    0.19% of the 13F portfolio, value $20,363,821.

    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 41,798 shares
    Change vs previous 13F +2,815 shares

    0.21% of the 13F portfolio, value $21,254,562.

    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 38,983 shares
    Change vs previous 13F +5,506 shares

    0.21% of the 13F portfolio, value $18,296,905.

    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 33,477 shares
    Change vs previous 13F +6,942 shares

    0.17% of the 13F portfolio, value $14,192,413.

    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 26,535 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,073,852.

    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).