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Aptus Capital Advisors, LLC: QUAL position timeline

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

Aptus Capital Advisors, LLC held 150,801 QUAL 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 150,801 shares
    Change vs previous 13F +1,937 shares

    0.24% of the 13F portfolio, value $33,090,263.

    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 148,864 shares
    Change vs previous 13F -972 shares

    0.24% of the 13F portfolio, value $28,553,604.

    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 149,836 shares
    Change vs previous 13F +306 shares

    0.25% of the 13F portfolio, value $29,760,426.

    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 149,530 shares
    Change vs previous 13F -654 shares

    0.27% of the 13F portfolio, value $29,083,585.

    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 150,184 shares
    Change vs previous 13F -5,235 shares

    0.27% of the 13F portfolio, value $27,456,642.

    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 155,419 shares
    Change vs previous 13F -10,183 shares

    0.3% of the 13F portfolio, value $26,559,488.

    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 165,602 shares
    Change vs previous 13F +50,343 shares

    0.35% of the 13F portfolio, value $29,490,386.

    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 115,259 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $20,665,939.

    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).