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Disclosery

AE Wealth Management LLC: APO position timeline

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

AE Wealth Management LLC held 5,708 APO 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 5,708 shares
    Change vs previous 13F +750 shares

    <0.01% of the 13F portfolio, value $675,357.

    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 4,958 shares
    Change vs previous 13F -9,259 shares

    <0.01% of the 13F portfolio, value $552,415.

    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 14,217 shares
    Change vs previous 13F -672 shares

    0.01% of the 13F portfolio, value $2,058,157.

    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 14,889 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $1,984,229.

    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 14,712 shares
    Change vs previous 13F +768 shares

    0.02% of the 13F portfolio, value $2,087,072.

    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 13,944 shares
    Change vs previous 13F +5,714 shares

    0.02% of the 13F portfolio, value $1,909,502.

    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 8,230 shares
    Change vs previous 13F -281 shares

    0.01% of the 13F portfolio, value $1,359,210.

    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 8,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,063,090.

    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).