Skip to content
Disclosery

Aptus Capital Advisors, LLC: SHY position timeline

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

Aptus Capital Advisors, LLC held 101,922 SHY 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 101,922 shares
    Change vs previous 13F -3,116 shares

    0.06% of the 13F portfolio, value $8,368,816.

    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 105,038 shares
    Change vs previous 13F -93,652 shares

    0.07% of the 13F portfolio, value $8,672,988.

    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 198,690 shares
    Change vs previous 13F +90,984 shares

    0.14% of the 13F portfolio, value $16,455,506.

    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 107,706 shares
    Change vs previous 13F -220,561 shares

    0.08% of the 13F portfolio, value $8,935,290.

    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 328,267 shares
    Change vs previous 13F +194,040 shares

    0.27% of the 13F portfolio, value $27,200,195.

    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 134,227 shares
    Change vs previous 13F -40,195 shares

    0.13% of the 13F portfolio, value $11,104,566.

    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 174,422 shares
    Change vs previous 13F +171,201 shares

    0.17% of the 13F portfolio, value $14,299,103.

    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 3,221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,826.

    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).