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Aptus Capital Advisors, LLC: USMV position timeline

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

Aptus Capital Advisors, LLC held 69,675 USMV 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 69,675 shares
    Change vs previous 13F -367 shares

    0.05% of the 13F portfolio, value $6,720,851.

    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 70,042 shares
    Change vs previous 13F -7,916 shares

    0.05% of the 13F portfolio, value $6,495,695.

    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 77,958 shares
    Change vs previous 13F +1,429 shares

    0.06% of the 13F portfolio, value $7,340,525.

    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 76,529 shares
    Change vs previous 13F +1,305 shares

    0.07% of the 13F portfolio, value $7,280,969.

    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 75,224 shares
    Change vs previous 13F -419 shares

    0.07% of the 13F portfolio, value $7,061,262.

    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 75,643 shares
    Change vs previous 13F -14,108 shares

    0.08% of the 13F portfolio, value $7,084,749.

    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 89,751 shares
    Change vs previous 13F +33,654 shares

    0.09% of the 13F portfolio, value $7,968,994.

    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 56,097 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,122,217.

    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).