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Aptus Capital Advisors, LLC: SVOL position timeline

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

Aptus Capital Advisors, LLC held 4,702 SVOL 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 4,702 shares
    Change vs previous 13F -3,410 shares

    <0.01% of the 13F portfolio, value $75,420.

    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 8,112 shares
    Change vs previous 13F -1,135 shares

    <0.01% of the 13F portfolio, value $124,438.

    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 9,247 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $162,377.

    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 9,247 shares
    Change vs previous 13F -7,623 shares

    <0.01% of the 13F portfolio, value $166,446.

    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 16,870 shares
    Change vs previous 13F +2,180 shares

    <0.01% of the 13F portfolio, value $310,242.

    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 14,690 shares
    Change vs previous 13F -5,120 shares

    <0.01% of the 13F portfolio, value $267,064.

    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 19,810 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $411,850.

    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 19,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,424.

    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).