Skip to content
Disclosery

Aptus Capital Advisors, LLC: TAFI position timeline

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

Aptus Capital Advisors, LLC held 277,115 TAFI 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 277,115 shares
    Change vs previous 13F -4,945 shares

    0.05% of the 13F portfolio, value $6,988,840.

    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 282,060 shares
    Change vs previous 13F -8,455 shares

    0.06% of the 13F portfolio, value $7,102,271.

    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 290,515 shares
    Change vs previous 13F -8,545 shares

    0.06% of the 13F portfolio, value $7,323,883.

    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 299,060 shares
    Change vs previous 13F +20,511 shares

    0.07% of the 13F portfolio, value $7,578,180.

    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 278,549 shares
    Change vs previous 13F +20,200 shares

    0.07% of the 13F portfolio, value $6,994,355.

    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 258,349 shares
    Change vs previous 13F +127,627 shares

    0.07% of the 13F portfolio, value $6,481,985.

    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 130,722 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,274,259.

    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).