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Aptus Capital Advisors, LLC: SGOV position timeline

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

Aptus Capital Advisors, LLC held 814,494 SGOV 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 814,494 shares
    Change vs previous 13F +765,211 shares

    0.6% of the 13F portfolio, value $81,995,111.

    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 49,283 shares
    Change vs previous 13F +26,355 shares

    0.04% of the 13F portfolio, value $4,960,827.

    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 22,928 shares
    Change vs previous 13F +10,318 shares

    0.02% of the 13F portfolio, value $2,301,513.

    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 12,610 shares
    Change vs previous 13F -12,641 shares

    0.01% of the 13F portfolio, value $1,269,827.

    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 25,251 shares
    Change vs previous 13F +4,054 shares

    0.03% of the 13F portfolio, value $2,542,489.

    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 21,197 shares
    Change vs previous 13F +1,318 shares

    0.02% of the 13F portfolio, value $2,133,911.

    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 19,879 shares
    Change vs previous 13F +18,733 shares

    0.02% of the 13F portfolio, value $1,994,232.

    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 1,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,425.

    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).