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Aptus Capital Advisors, LLC: ED position timeline

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

Aptus Capital Advisors, LLC held 13,170 ED 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 13,170 shares
    Change vs previous 13F +914 shares

    0.01% of the 13F portfolio, value $1,456,997.

    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 12,256 shares
    Change vs previous 13F -860 shares

    0.01% of the 13F portfolio, value $1,387,134.

    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 13,116 shares
    Change vs previous 13F +1,739 shares

    0.01% of the 13F portfolio, value $1,302,682.

    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 11,377 shares
    Change vs previous 13F +3,619 shares

    0.01% of the 13F portfolio, value $1,143,616.

    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 7,758 shares
    Change vs previous 13F +249 shares

    0.01% of the 13F portfolio, value $778,484.

    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 7,509 shares
    Change vs previous 13F +1,375 shares

    0.01% of the 13F portfolio, value $830,405.

    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 6,134 shares
    Change vs previous 13F +556 shares

    0.01% of the 13F portfolio, value $547,343.

    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 5,578 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $580,838.

    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).