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Disclosery

AE Wealth Management LLC: APD position timeline

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

AE Wealth Management LLC held 26,409 APD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,409 shares
    Change vs previous 13F -341 shares

    0.04% of the 13F portfolio, value $7,742,977.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 26,750 shares
    Change vs previous 13F +24,513 shares

    0.04% of the 13F portfolio, value $7,770,686.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 2,237 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $552,752.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 2,511 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $685,013.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 2,449 shares
    Change vs previous 13F +763 shares

    0.01% of the 13F portfolio, value $690,850.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 1,686 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $497,162.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 1,524 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $441,788.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 1,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,226.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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