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Aptus Capital Advisors, LLC: EXE position timeline

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

Aptus Capital Advisors, LLC held 5,827 EXE 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 5,827 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $531,364.

    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 5,855 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $642,762.

    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 6,101 shares
    Change vs previous 13F -369 shares

    0.01% of the 13F portfolio, value $673,306.

    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 6,470 shares
    Change vs previous 13F -1,007 shares

    0.01% of the 13F portfolio, value $687,373.

    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 7,477 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $874,360.

    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 7,814 shares
    Change vs previous 13F +2,346 shares

    0.01% of the 13F portfolio, value $869,854.

    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 5,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $544,339.

    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).