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Aptus Capital Advisors, LLC: OC position timeline

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

Aptus Capital Advisors, LLC held 77,071 OC 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 77,071 shares
    Change vs previous 13F +550 shares

    0.09% of the 13F portfolio, value $12,251,207.

    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 76,521 shares
    Change vs previous 13F -9,377 shares

    0.07% of the 13F portfolio, value $8,281,102.

    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 85,898 shares
    Change vs previous 13F +315 shares

    0.08% of the 13F portfolio, value $9,612,845.

    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 85,583 shares
    Change vs previous 13F +9,947 shares

    0.11% of the 13F portfolio, value $12,106,571.

    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 75,636 shares
    Change vs previous 13F +5,839 shares

    0.1% of the 13F portfolio, value $10,401,463.

    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 69,797 shares
    Change vs previous 13F +6,571 shares

    0.11% of the 13F portfolio, value $9,968,407.

    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 63,226 shares
    Change vs previous 13F +9,679 shares

    0.13% of the 13F portfolio, value $10,768,652.

    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 53,547 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,452,116.

    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).