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Aptus Capital Advisors, LLC: XONE position timeline

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

Aptus Capital Advisors, LLC held 127,971 XONE 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 127,971 shares
    Change vs previous 13F -3,186 shares

    0.05% of the 13F portfolio, value $6,317,928.

    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 131,157 shares
    Change vs previous 13F -441 shares

    0.05% of the 13F portfolio, value $6,494,895.

    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 131,598 shares
    Change vs previous 13F -10,085 shares

    0.06% of the 13F portfolio, value $6,518,707.

    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 141,683 shares
    Change vs previous 13F -18,341 shares

    0.06% of the 13F portfolio, value $7,035,978.

    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 160,024 shares
    Change vs previous 13F -39,051 shares

    0.08% of the 13F portfolio, value $7,941,991.

    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 199,075 shares
    Change vs previous 13F -2,975 shares

    0.11% of the 13F portfolio, value $9,898,009.

    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 202,050 shares
    Change vs previous 13F +167,132 shares

    0.12% of the 13F portfolio, value $10,046,775.

    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 34,918 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,743,805.

    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).