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Aptus Capital Advisors, LLC: UFEB position timeline

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

Aptus Capital Advisors, LLC held 4,800 UFEB 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 4,800 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $185,520.

    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 4,800 shares
    Change vs previous 13F -2,500 shares

    <0.01% of the 13F portfolio, value $174,240.

    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 7,300 shares
    Change vs previous 13F +750 shares

    <0.01% of the 13F portfolio, value $268,531.

    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 6,550 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $234,425.

    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 7,300 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $250,468.

    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 7,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,447.

    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).