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Aptus Capital Advisors, LLC: LKFN position timeline

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

Aptus Capital Advisors, LLC held 156,213 LKFN 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 156,213 shares
    Change vs previous 13F +946 shares

    0.07% of the 13F portfolio, value $9,641,466.

    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 155,267 shares
    Change vs previous 13F +1,560 shares

    0.07% of the 13F portfolio, value $8,909,220.

    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 153,707 shares
    Change vs previous 13F +669 shares

    0.07% of the 13F portfolio, value $8,770,521.

    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 153,038 shares
    Change vs previous 13F +20,193 shares

    0.09% of the 13F portfolio, value $9,825,039.

    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 132,845 shares
    Change vs previous 13F +11,920 shares

    0.08% of the 13F portfolio, value $8,163,325.

    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 120,925 shares
    Change vs previous 13F +13,662 shares

    0.08% of the 13F portfolio, value $7,187,782.

    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 107,263 shares
    Change vs previous 13F +31,845 shares

    0.09% of the 13F portfolio, value $7,375,404.

    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 75,418 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,911,220.

    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).