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Aptus Capital Advisors, LLC: DUBS position timeline

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

Aptus Capital Advisors, LLC held 4,145,689 DUBS 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 4,145,689 shares
    Change vs previous 13F +338,997 shares

    1.26% of the 13F portfolio, value $172,647,229.

    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 3,806,692 shares
    Change vs previous 13F +759,237 shares

    1.15% of the 13F portfolio, value $137,269,306.

    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 3,047,455 shares
    Change vs previous 13F +486,575 shares

    0.98% of the 13F portfolio, value $114,804,011.

    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 2,560,880 shares
    Change vs previous 13F -297,670 shares

    0.85% of the 13F portfolio, value $93,598,879.

    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 2,858,550 shares
    Change vs previous 13F -340,189 shares

    0.95% of the 13F portfolio, value $96,619,000.

    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 3,198,739 shares
    Change vs previous 13F +53,570 shares

    1.12% of the 13F portfolio, value $98,784,104.

    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 3,145,169 shares
    Change vs previous 13F +30,303 shares

    1.21% of the 13F portfolio, value $101,572,595.

    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 3,114,866 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $98,675,217.

    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).