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B. Riley Wealth Advisors, Inc.: APO position timeline

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

B. Riley Wealth Advisors, Inc. held 6,658 APO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,658 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $772,741.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,614 shares
    Change vs previous 13F +498 shares

    0.04% of the 13F portfolio, value $759,516.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,116 shares
    Change vs previous 13F -295 shares

    0.04% of the 13F portfolio, value $672,448.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,411 shares
    Change vs previous 13F -3,470 shares

    0.04% of the 13F portfolio, value $928,047.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,881 shares
    Change vs previous 13F -2,227 shares

    0.06% of the 13F portfolio, value $1,316,865.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,108 shares
    Change vs previous 13F -4,575 shares

    0.08% of the 13F portfolio, value $1,717,835.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,683 shares
    Change vs previous 13F -6,350 shares

    0.07% of the 13F portfolio, value $2,284,626.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,033 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,804,170.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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