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Disclosery

Allworth Financial LP: APIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on APIE, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 3,577 APIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,577 shares
    Change vs previous 13F -1,261 shares

    <0.01% of the 13F portfolio, value $138,645.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 4,838 shares
    Change vs previous 13F -311 shares

    <0.01% of the 13F portfolio, value $170,540.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 5,149 shares
    Change vs previous 13F -2,175 shares

    <0.01% of the 13F portfolio, value $182,841.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 7,324 shares
    Change vs previous 13F -2,373 shares

    <0.01% of the 13F portfolio, value $259,929.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 9,697 shares
    Change vs previous 13F -2,038 shares

    <0.01% of the 13F portfolio, value $323,105.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 11,735 shares
    Change vs previous 13F -3,807 shares

    <0.01% of the 13F portfolio, value $355,091.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 15,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,205.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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