Skip to content
Disclosery

Apriem Advisors: RMD position timeline

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

Apriem Advisors held 23,244 RMD 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 23,244 shares
    Change vs previous 13F -5,662 shares

    0.39% of the 13F portfolio, value $4,529,830.

    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 28,906 shares
    Change vs previous 13F -1,697 shares

    0.62% of the 13F portfolio, value $6,488,819.

    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 30,603 shares
    Change vs previous 13F -549 shares

    0.68% of the 13F portfolio, value $7,371,345.

    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 31,152 shares
    Change vs previous 13F -2,891 shares

    0.81% of the 13F portfolio, value $8,527,237.

    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 34,043 shares
    Change vs previous 13F -2,957 shares

    0.93% of the 13F portfolio, value $8,783,094.

    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 37,000 shares
    Change vs previous 13F -12,381 shares

    0.97% of the 13F portfolio, value $8,282,450.

    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 49,381 shares
    Change vs previous 13F -16,214 shares

    1.29% of the 13F portfolio, value $11,292,941.

    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 65,595 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $16,013,051.

    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).