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Apriem Advisors: XNCMX position timeline

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

Apriem Advisors held 45,436 XNCMX 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 45,436 shares
    Change vs previous 13F +2,000 shares

    0.05% of the 13F portfolio, value $569,314.

    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 43,436 shares
    Change vs previous 13F +2,000 shares

    0.05% of the 13F portfolio, value $516,889.

    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 41,436 shares
    Change vs previous 13F +4,000 shares

    0.05% of the 13F portfolio, value $515,464.

    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 37,436 shares
    Change vs previous 13F -5,572 shares

    0.04% of the 13F portfolio, value $474,315.

    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 43,008 shares
    Change vs previous 13F -199 shares

    0.05% of the 13F portfolio, value $506,205.

    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 43,207 shares
    Change vs previous 13F +1,300 shares

    0.06% of the 13F portfolio, value $543,977.

    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 41,907 shares
    Change vs previous 13F -13,732 shares

    0.06% of the 13F portfolio, value $529,705.

    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 55,639 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $756,134.

    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).