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Aptus Capital Advisors, LLC: XLK position timeline

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

Aptus Capital Advisors, LLC held 25,322 XLK 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 25,322 shares
    Change vs previous 13F +3,889 shares

    0.04% of the 13F portfolio, value $4,824,347.

    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 21,433 shares
    Change vs previous 13F +3,023 shares

    0.02% of the 13F portfolio, value $2,848,446.

    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 18,410 shares
    Change vs previous 13F -65,698 shares

    0.02% of the 13F portfolio, value $2,650,488.

    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 84,108 shares
    Change vs previous 13F +77,489 shares

    0.22% of the 13F portfolio, value $23,706,681.

    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 6,619 shares
    Change vs previous 13F -1,740 shares

    0.02% of the 13F portfolio, value $1,676,104.

    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 8,359 shares
    Change vs previous 13F -3,024 shares

    0.02% of the 13F portfolio, value $1,726,007.

    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 11,383 shares
    Change vs previous 13F +6,130 shares

    0.03% of the 13F portfolio, value $2,646,778.

    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 5,253 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,185,917.

    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).