Aptus Capital Advisors, LLC: DFIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on DFIC, newest first. How the timeline and the estimate are built.
Aptus Capital Advisors, LLC held 4,180 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,180 sharesChange vs previous 13F +51 shares
<0.01% of the 13F portfolio, value $155,747.
13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,129 sharesChange vs previous 13F -211 shares
<0.01% of the 13F portfolio, value $146,703.
13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,340 sharesChange vs previous 13F +22 shares
<0.01% of the 13F portfolio, value $149,556.
13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,318 sharesChange vs previous 13F +13 shares
<0.01% of the 13F portfolio, value $141,587.
13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,305 sharesChange vs previous 13F +327 shares
<0.01% of the 13F portfolio, value $133,852.
13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,978 sharesChange vs previous 13F -6,866 shares
<0.01% of the 13F portfolio, value $110,480.
13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,844 sharesChange vs previous 13F -55,204 shares
<0.01% of the 13F portfolio, value $280,253.
13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,048 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,858,591.
13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).