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Aptus Capital Advisors, LLC: TFC position timeline

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

Aptus Capital Advisors, LLC held 89,727 TFC 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 89,727 shares
    Change vs previous 13F +4,036 shares

    0.03% of the 13F portfolio, value $4,470,199.

    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 85,691 shares
    Change vs previous 13F +24,957 shares

    0.03% of the 13F portfolio, value $3,939,215.

    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 60,734 shares
    Change vs previous 13F -217 shares

    0.03% of the 13F portfolio, value $2,988,720.

    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 60,951 shares
    Change vs previous 13F +29,823 shares

    0.03% of the 13F portfolio, value $2,786,680.

    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 31,128 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $1,338,190.

    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 31,279 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $1,287,146.

    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 31,260 shares
    Change vs previous 13F +6,678 shares

    0.02% of the 13F portfolio, value $1,356,038.

    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 24,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,051,372.

    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).