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Aptus Capital Advisors, LLC: DFAE position timeline

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

Aptus Capital Advisors, LLC held 266,905 DFAE 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 266,905 shares
    Change vs previous 13F +4,360 shares

    0.08% of the 13F portfolio, value $10,732,250.

    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 262,545 shares
    Change vs previous 13F +4,087 shares

    0.07% of the 13F portfolio, value $8,889,774.

    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 258,458 shares
    Change vs previous 13F -4,750 shares

    0.07% of the 13F portfolio, value $8,417,977.

    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 263,208 shares
    Change vs previous 13F +5,213 shares

    0.08% of the 13F portfolio, value $8,298,948.

    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 257,995 shares
    Change vs previous 13F -3,676 shares

    0.07% of the 13F portfolio, value $7,468,950.

    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 261,671 shares
    Change vs previous 13F -4,364 shares

    0.08% of the 13F portfolio, value $6,774,651.

    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 266,035 shares
    Change vs previous 13F +6,806 shares

    0.08% of the 13F portfolio, value $6,749,305.

    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 259,229 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,105,467.

    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).