Strategy shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Strategy
Tip: Access up to 7 years of quarterly data
All positions including Strategy held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Strategy by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23k | 869 | 26.74 |
| 2025-06-30 | $22k | 869 | 25.40 |
| 2025-03-31 | $18k | 716 | 24.89 |
| 2024-12-31 | $18k | 716 | 24.72 |