Skip to content
Disclosery

Aptus Capital Advisors, LLC: HYG position timeline

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

Aptus Capital Advisors, LLC held 40,151 HYG 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 40,151 shares
    Change vs previous 13F -1,059 shares

    0.02% of the 13F portfolio, value $3,210,876.

    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 41,210 shares
    Change vs previous 13F +8,370 shares

    0.03% of the 13F portfolio, value $3,278,667.

    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 32,840 shares
    Change vs previous 13F -2,722 shares

    0.02% of the 13F portfolio, value $2,647,889.

    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 35,562 shares
    Change vs previous 13F -9,356 shares

    0.03% of the 13F portfolio, value $2,887,279.

    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 44,918 shares
    Change vs previous 13F -13,629 shares

    0.04% of the 13F portfolio, value $3,622,673.

    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 58,547 shares
    Change vs previous 13F +10,706 shares

    0.05% of the 13F portfolio, value $4,618,739.

    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 47,841 shares
    Change vs previous 13F +46,224 shares

    0.04% of the 13F portfolio, value $3,762,703.

    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 1,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,845.

    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).