Skip to content
Disclosery

Aptus Capital Advisors, LLC: EFV position timeline

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

Aptus Capital Advisors, LLC held 205,555 EFV 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 205,555 shares
    Change vs previous 13F +12,447 shares

    0.11% of the 13F portfolio, value $15,735,235.

    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 193,108 shares
    Change vs previous 13F -572 shares

    0.12% of the 13F portfolio, value $14,357,580.

    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 193,680 shares
    Change vs previous 13F +447 shares

    0.12% of the 13F portfolio, value $13,830,689.

    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 193,233 shares
    Change vs previous 13F +7,337 shares

    0.12% of the 13F portfolio, value $13,106,994.

    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 185,896 shares
    Change vs previous 13F +4,241 shares

    0.12% of the 13F portfolio, value $11,800,690.

    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 181,655 shares
    Change vs previous 13F +1,811 shares

    0.12% of the 13F portfolio, value $10,706,724.

    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 179,844 shares
    Change vs previous 13F +157,317 shares

    0.11% of the 13F portfolio, value $9,436,426.

    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 22,527 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,295,978.

    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).