Skip to content
Disclosery

Aptus Capital Advisors, LLC: V position timeline

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

Aptus Capital Advisors, LLC held 236,653 V 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 236,653 shares
    Change vs previous 13F +8,902 shares

    0.59% of the 13F portfolio, value $81,193,148.

    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 227,751 shares
    Change vs previous 13F -10,769 shares

    0.58% of the 13F portfolio, value $68,835,611.

    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 238,520 shares
    Change vs previous 13F +12,062 shares

    0.71% of the 13F portfolio, value $83,651,393.

    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 226,458 shares
    Change vs previous 13F +5,843 shares

    0.71% of the 13F portfolio, value $77,308,285.

    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 220,615 shares
    Change vs previous 13F +20,299 shares

    0.77% of the 13F portfolio, value $78,329,176.

    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 200,316 shares
    Change vs previous 13F +17,658 shares

    0.8% of the 13F portfolio, value $70,202,898.

    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 182,658 shares
    Change vs previous 13F +30,185 shares

    0.69% of the 13F portfolio, value $57,727,287.

    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 152,473 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $41,922,452.

    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).