Skip to content
Disclosery

Aptus Capital Advisors, LLC: VLUE position timeline

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

Aptus Capital Advisors, LLC held 45,892 VLUE 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 45,892 shares
    Change vs previous 13F +478 shares

    0.07% of the 13F portfolio, value $9,169,681.

    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 45,414 shares
    Change vs previous 13F +161 shares

    0.05% of the 13F portfolio, value $6,457,417.

    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 45,253 shares
    Change vs previous 13F -431 shares

    0.05% of the 13F portfolio, value $6,187,443.

    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 45,684 shares
    Change vs previous 13F -136 shares

    0.05% of the 13F portfolio, value $5,712,784.

    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 45,820 shares
    Change vs previous 13F -458 shares

    0.05% of the 13F portfolio, value $5,187,302.

    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 46,278 shares
    Change vs previous 13F -6,631 shares

    0.06% of the 13F portfolio, value $4,935,537.

    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 52,909 shares
    Change vs previous 13F -1,463 shares

    0.07% of the 13F portfolio, value $5,587,731.

    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 54,372 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,928,723.

    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).