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

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

B. Riley Wealth Advisors, Inc. held 520,995 APUE 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 520,995 shares
    Change vs previous 13F +10,026 shares

    0.97% of the 13F portfolio, value $24,476,361.

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

  2. period ended2026-06-30
    13F 510,969 shares
    Change vs previous 13F +80,729 shares

    1.28% of the 13F portfolio, value $23,443,257.

    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 430,240 shares
    Change vs previous 13F -18,836 shares

    1.08% of the 13F portfolio, value $16,736,332.

    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 449,076 shares
    Change vs previous 13F +43,562 shares

    0.88% of the 13F portfolio, value $18,712,993.

    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 405,514 shares
    Change vs previous 13F +50,597 shares

    0.79% of the 13F portfolio, value $16,536,867.

    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 354,917 shares
    Change vs previous 13F +18,803 shares

    0.65% of the 13F portfolio, value $13,346,299.

    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 336,114 shares
    Change vs previous 13F +9,512 shares

    0.35% of the 13F portfolio, value $11,421,172.

    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 326,602 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,679,283.

    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).