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Aptus Capital Advisors, LLC: DFUS position timeline

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

Aptus Capital Advisors, LLC held 210,096 DFUS 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 210,096 shares
    Change vs previous 13F +13,823 shares

    0.13% of the 13F portfolio, value $17,215,266.

    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 196,273 shares
    Change vs previous 13F +14,268 shares

    0.12% of the 13F portfolio, value $13,917,718.

    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 182,005 shares
    Change vs previous 13F -2,228 shares

    0.11% of the 13F portfolio, value $13,499,311.

    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 184,233 shares
    Change vs previous 13F +2,841 shares

    0.12% of the 13F portfolio, value $13,345,839.

    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 181,392 shares
    Change vs previous 13F +59,718 shares

    0.12% of the 13F portfolio, value $12,156,921.

    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 121,674 shares
    Change vs previous 13F +20,264 shares

    0.08% of the 13F portfolio, value $7,358,868.

    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 101,410 shares
    Change vs previous 13F +68,325 shares

    0.08% of the 13F portfolio, value $6,464,879.

    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 33,085 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,057,887.

    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).