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Aptus Capital Advisors, LLC: META position timeline

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

Aptus Capital Advisors, LLC held 129,133 META 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 129,133 shares
    Change vs previous 13F -4,216 shares

    0.53% of the 13F portfolio, value $72,739,213.

    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 133,349 shares
    Change vs previous 13F -6,832 shares

    0.64% of the 13F portfolio, value $76,292,717.

    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 140,181 shares
    Change vs previous 13F +2,067 shares

    0.79% of the 13F portfolio, value $92,532,302.

    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 138,114 shares
    Change vs previous 13F -90 shares

    0.93% of the 13F portfolio, value $101,428,284.

    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 138,204 shares
    Change vs previous 13F +6,469 shares

    1.01% of the 13F portfolio, value $102,007,197.

    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 131,735 shares
    Change vs previous 13F +13,521 shares

    0.86% of the 13F portfolio, value $75,926,653.

    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 118,214 shares
    Change vs previous 13F +20,357 shares

    0.82% of the 13F portfolio, value $69,215,471.

    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 97,857 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $56,017,261.

    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).