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Aptus Capital Advisors, LLC: SDVY position timeline

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

Aptus Capital Advisors, LLC held 600,056 SDVY 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 600,056 shares
    Change vs previous 13F +21,467 shares

    0.19% of the 13F portfolio, value $25,886,416.

    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 578,589 shares
    Change vs previous 13F +45,638 shares

    0.19% of the 13F portfolio, value $22,813,764.

    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 532,951 shares
    Change vs previous 13F +62,551 shares

    0.17% of the 13F portfolio, value $20,422,681.

    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 470,400 shares
    Change vs previous 13F +30,111 shares

    0.16% of the 13F portfolio, value $17,884,372.

    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 440,289 shares
    Change vs previous 13F +33,769 shares

    0.15% of the 13F portfolio, value $15,533,380.

    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 406,520 shares
    Change vs previous 13F +31,528 shares

    0.15% of the 13F portfolio, value $13,618,408.

    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 374,992 shares
    Change vs previous 13F +301,792 shares

    0.16% of the 13F portfolio, value $13,446,274.

    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 73,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,663,016.

    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).