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Aptus Capital Advisors, LLC: USFR position timeline

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

Aptus Capital Advisors, LLC held 393,773 USFR 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 393,773 shares
    Change vs previous 13F -364 shares

    0.14% of the 13F portfolio, value $19,826,470.

    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 394,137 shares
    Change vs previous 13F -1,141 shares

    0.17% of the 13F portfolio, value $19,840,857.

    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 395,278 shares
    Change vs previous 13F -654 shares

    0.17% of the 13F portfolio, value $19,890,389.

    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 395,932 shares
    Change vs previous 13F +108,104 shares

    0.18% of the 13F portfolio, value $19,903,502.

    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 287,828 shares
    Change vs previous 13F -18,783 shares

    0.14% of the 13F portfolio, value $14,480,651.

    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 306,611 shares
    Change vs previous 13F +2,516 shares

    0.17% of the 13F portfolio, value $15,431,728.

    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 304,095 shares
    Change vs previous 13F +134,624 shares

    0.18% of the 13F portfolio, value $15,302,040.

    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 169,471 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,510,834.

    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).