Aptus Capital Advisors, LLC: DOW position timeline

Aptus Capital Advisors, LLC held 8,950 DOW 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 8,950 shares

   Change vs previous 13F -1,259 shares

   <0.01% of the 13F portfolio, value $244,872.

   13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,209 shares

   Change vs previous 13F +10,209 shares

   <0.01% of the 13F portfolio, value $425,204.

   13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -14,550 shares

   13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 14,550 shares

   Change vs previous 13F +5,174 shares

   0.01% of the 13F portfolio, value $583,889.

   13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 9,376 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $512,211.

   13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).