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180 WEALTH ADVISORS, LLC: APD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on APD, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 5,083 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,083 shares
    Change vs previous 13F -1,343 shares

    0.15% of the 13F portfolio, value $1,490,272.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH 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 6,426 shares
    Change vs previous 13F -1,006 shares

    0.21% of the 13F portfolio, value $1,866,727.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH 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 7,432 shares
    Change vs previous 13F -681 shares

    0.21% of the 13F portfolio, value $1,835,761.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH 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 8,113 shares
    Change vs previous 13F +253 shares

    0.27% of the 13F portfolio, value $2,212,613.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH 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 7,860 shares
    Change vs previous 13F +280 shares

    0.31% of the 13F portfolio, value $2,217,016.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH 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 7,580 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,235,505.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).