Skip to content
Disclosery

Aptus Capital Advisors, LLC: SPDW position timeline

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

Aptus Capital Advisors, LLC held 873,909 SPDW 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 873,909 shares
    Change vs previous 13F +61,304 shares

    0.32% of the 13F portfolio, value $44,036,264.

    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 812,605 shares
    Change vs previous 13F +23,959 shares

    0.31% of the 13F portfolio, value $37,095,396.

    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 788,646 shares
    Change vs previous 13F +143,219 shares

    0.3% of the 13F portfolio, value $35,023,748.

    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 645,427 shares
    Change vs previous 13F -87,243 shares

    0.25% of the 13F portfolio, value $27,617,828.

    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 732,670 shares
    Change vs previous 13F +53,403 shares

    0.29% of the 13F portfolio, value $29,665,803.

    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 679,267 shares
    Change vs previous 13F +71,656 shares

    0.28% of the 13F portfolio, value $24,732,096.

    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 607,611 shares
    Change vs previous 13F +38,168 shares

    0.25% of the 13F portfolio, value $20,737,742.

    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 569,443 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $21,388,279.

    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).