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Aptus Capital Advisors, LLC: UPSD position timeline

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

Aptus Capital Advisors, LLC held 2,055,698 UPSD 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 2,055,698 shares
    Change vs previous 13F +140,753 shares

    0.42% of the 13F portfolio, value $57,970,687.

    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 1,914,945 shares
    Change vs previous 13F -78,095 shares

    0.41% of the 13F portfolio, value $48,831,102.

    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 1,993,040 shares
    Change vs previous 13F +206,592 shares

    0.45% of the 13F portfolio, value $53,373,610.

    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 1,786,448 shares
    Change vs previous 13F +29,284 shares

    0.43% of the 13F portfolio, value $47,635,818.

    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 1,757,164 shares
    Change vs previous 13F +919,627 shares

    0.43% of the 13F portfolio, value $43,441,494.

    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 837,537 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,398,276.

    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).