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Apriem Advisors: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on ADP, newest first. How the timeline and the estimate are built.

Apriem Advisors held 7,760 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,760 shares
    Change vs previous 13F -671 shares

    0.15% of the 13F portfolio, value $1,737,852.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 8,431 shares
    Change vs previous 13F -552 shares

    0.16% of the 13F portfolio, value $1,713,011.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 8,983 shares
    Change vs previous 13F -74 shares

    0.21% of the 13F portfolio, value $2,310,697.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 9,057 shares
    Change vs previous 13F -2,268 shares

    0.25% of the 13F portfolio, value $2,658,230.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 11,325 shares
    Change vs previous 13F -2,463 shares

    0.37% of the 13F portfolio, value $3,492,630.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 13,788 shares
    Change vs previous 13F -2,448 shares

    0.49% of the 13F portfolio, value $4,212,648.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 16,236 shares
    Change vs previous 13F -954 shares

    0.54% of the 13F portfolio, value $4,752,764.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 17,190 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,756,989.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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