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Aptus Capital Advisors, LLC: VOO position timeline

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

Aptus Capital Advisors, LLC held 156,472 VOO 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 156,472 shares
    Change vs previous 13F +7,910 shares

    0.79% of the 13F portfolio, value $107,466,535.

    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 148,562 shares
    Change vs previous 13F +5,397 shares

    0.75% of the 13F portfolio, value $88,773,224.

    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 143,165 shares
    Change vs previous 13F +14,368 shares

    0.76% of the 13F portfolio, value $89,783,066.

    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 128,797 shares
    Change vs previous 13F +7,621 shares

    0.72% of the 13F portfolio, value $78,872,707.

    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 121,176 shares
    Change vs previous 13F +13,641 shares

    0.68% of the 13F portfolio, value $68,831,799.

    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 107,535 shares
    Change vs previous 13F +11,746 shares

    0.63% of the 13F portfolio, value $55,263,301.

    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 95,789 shares
    Change vs previous 13F +53,280 shares

    0.61% of the 13F portfolio, value $51,612,339.

    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 42,509 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $22,430,724.

    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).