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Aptus Capital Advisors, LLC: XMAR position timeline

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

Aptus Capital Advisors, LLC held 145,685 XMAR 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 145,685 shares
    Change vs previous 13F -3,797 shares

    0.05% of the 13F portfolio, value $6,225,848.

    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 149,482 shares
    Change vs previous 13F -2,261 shares

    0.05% of the 13F portfolio, value $6,052,526.

    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 151,743 shares
    Change vs previous 13F -3,370 shares

    0.05% of the 13F portfolio, value $6,059,098.

    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 155,113 shares
    Change vs previous 13F -3,134 shares

    0.06% of the 13F portfolio, value $6,084,044.

    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 158,247 shares
    Change vs previous 13F -2,303 shares

    0.06% of the 13F portfolio, value $6,059,816.

    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 160,550 shares
    Change vs previous 13F -1,750 shares

    0.07% of the 13F portfolio, value $5,899,426.

    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 162,300 shares
    Change vs previous 13F -98,709 shares

    0.07% of the 13F portfolio, value $5,875,260.

    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 261,009 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,263,209.

    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).