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Aptus Capital Advisors, LLC: SYY position timeline

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

Aptus Capital Advisors, LLC held 19,325 SYY 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 19,325 shares
    Change vs previous 13F -2,144 shares

    0.01% of the 13F portfolio, value $1,615,183.

    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 21,469 shares
    Change vs previous 13F -2,714 shares

    0.01% of the 13F portfolio, value $1,531,384.

    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 24,183 shares
    Change vs previous 13F -887 shares

    0.02% of the 13F portfolio, value $1,782,046.

    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 25,070 shares
    Change vs previous 13F +3,123 shares

    0.02% of the 13F portfolio, value $2,064,264.

    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 21,947 shares
    Change vs previous 13F +4,740 shares

    0.02% of the 13F portfolio, value $1,662,253.

    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 17,207 shares
    Change vs previous 13F +3,429 shares

    0.01% of the 13F portfolio, value $1,291,212.

    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 13,778 shares
    Change vs previous 13F +8,972 shares

    0.01% of the 13F portfolio, value $1,053,490.

    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 4,806 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $375,156.

    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).