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Aptus Capital Advisors, LLC: ESGU position timeline

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

Aptus Capital Advisors, LLC held 44,554 ESGU 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 44,554 shares
    Change vs previous 13F +4,741 shares

    0.05% of the 13F portfolio, value $7,292,153.

    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 39,813 shares
    Change vs previous 13F -1,102 shares

    0.05% of the 13F portfolio, value $5,630,354.

    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 40,915 shares
    Change vs previous 13F -309 shares

    0.05% of the 13F portfolio, value $6,095,517.

    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 41,224 shares
    Change vs previous 13F +284 shares

    0.05% of the 13F portfolio, value $6,002,214.

    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 40,940 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $5,539,247.

    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 40,967 shares
    Change vs previous 13F -2,079 shares

    0.06% of the 13F portfolio, value $4,994,292.

    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 43,046 shares
    Change vs previous 13F +2,756 shares

    0.07% of the 13F portfolio, value $5,545,181.

    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 40,290 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,083,792.

    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).