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Aptus Capital Advisors, LLC: HLI position timeline

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

Aptus Capital Advisors, LLC held 66,982 HLI 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 66,982 shares
    Change vs previous 13F +403 shares

    0.07% of the 13F portfolio, value $8,984,257.

    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 66,579 shares
    Change vs previous 13F +690 shares

    0.08% of the 13F portfolio, value $9,562,121.

    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 65,889 shares
    Change vs previous 13F +286 shares

    0.1% of the 13F portfolio, value $11,477,198.

    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 65,603 shares
    Change vs previous 13F +8,694 shares

    0.12% of the 13F portfolio, value $13,469,545.

    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 56,909 shares
    Change vs previous 13F +5,008 shares

    0.1% of the 13F portfolio, value $10,240,857.

    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 51,901 shares
    Change vs previous 13F +5,843 shares

    0.1% of the 13F portfolio, value $8,382,012.

    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 46,058 shares
    Change vs previous 13F +8,335 shares

    0.1% of the 13F portfolio, value $7,998,432.

    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 37,723 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,960,989.

    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).