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Aptus Capital Advisors, LLC: SPEM position timeline

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

Aptus Capital Advisors, LLC held 298,336 SPEM 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 298,336 shares
    Change vs previous 13F +8,257 shares

    0.11% of the 13F portfolio, value $15,447,838.

    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 290,079 shares
    Change vs previous 13F +5,517 shares

    0.11% of the 13F portfolio, value $13,607,606.

    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 284,562 shares
    Change vs previous 13F -2,288,404 shares

    0.11% of the 13F portfolio, value $13,320,347.

    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 2,572,966 shares
    Change vs previous 13F +67,097 shares

    1.1% of the 13F portfolio, value $120,440,538.

    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 2,505,869 shares
    Change vs previous 13F +368,913 shares

    1.06% of the 13F portfolio, value $107,100,848.

    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 2,136,956 shares
    Change vs previous 13F +241,756 shares

    0.95% of the 13F portfolio, value $84,131,942.

    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 1,895,200 shares
    Change vs previous 13F +217,862 shares

    0.87% of the 13F portfolio, value $72,718,834.

    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 1,677,338 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $69,240,512.

    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).