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Aptus Capital Advisors, LLC: Q position timeline

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

Aptus Capital Advisors, LLC held 1,834 Q 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 1,834 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $299,511.

    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 2,092 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $241,375.

    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 2,503 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,370.

    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).