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Aptus Capital Advisors, LLC: SUSL position timeline

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

Aptus Capital Advisors, LLC held 40,057 SUSL 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 40,057 shares
    Change vs previous 13F -277 shares

    0.04% of the 13F portfolio, value $5,317,967.

    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 40,334 shares
    Change vs previous 13F -2,077 shares

    0.04% of the 13F portfolio, value $4,582,047.

    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 42,411 shares
    Change vs previous 13F -77 shares

    0.04% of the 13F portfolio, value $5,143,025.

    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 42,488 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $4,972,970.

    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 42,460 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $4,600,523.

    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 42,520 shares
    Change vs previous 13F -1,006 shares

    0.05% of the 13F portfolio, value $4,073,886.

    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 43,526 shares
    Change vs previous 13F -270 shares

    0.05% of the 13F portfolio, value $4,484,927.

    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 43,796 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,446,170.

    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).