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Aptus Capital Advisors, LLC: XHLF position timeline

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

Aptus Capital Advisors, LLC held 81,513 XHLF 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 81,513 shares
    Change vs previous 13F -7,069 shares

    0.03% of the 13F portfolio, value $4,100,104.

    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 88,582 shares
    Change vs previous 13F -36,090 shares

    0.04% of the 13F portfolio, value $4,458,332.

    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 124,672 shares
    Change vs previous 13F -37,957 shares

    0.05% of the 13F portfolio, value $6,264,768.

    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 162,629 shares
    Change vs previous 13F -32,249 shares

    0.07% of the 13F portfolio, value $8,199,754.

    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 194,878 shares
    Change vs previous 13F -11,394 shares

    0.1% of the 13F portfolio, value $9,810,151.

    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 206,272 shares
    Change vs previous 13F -17,370 shares

    0.12% of the 13F portfolio, value $10,386,829.

    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 223,642 shares
    Change vs previous 13F -411,715 shares

    0.13% of the 13F portfolio, value $11,224,469.

    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 635,357 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $32,047,407.

    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).