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Aptus Capital Advisors, LLC: RA position timeline

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

Aptus Capital Advisors, LLC held 17,042 RA 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 17,042 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $219,501.

    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 17,009 shares
    Change vs previous 13F -12,242 shares

    <0.01% of the 13F portfolio, value $218,736.

    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 29,251 shares
    Change vs previous 13F -986 shares

    <0.01% of the 13F portfolio, value $379,093.

    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 30,237 shares
    Change vs previous 13F -1,248 shares

    <0.01% of the 13F portfolio, value $403,966.

    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 31,485 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $420,948.

    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 31,423 shares
    Change vs previous 13F -1,467 shares

    <0.01% of the 13F portfolio, value $413,526.

    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 32,890 shares
    Change vs previous 13F +1,081 shares

    0.01% of the 13F portfolio, value $438,095.

    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 31,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,783.

    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).