Broadway Wealth Solutions, Inc.: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on APH, newest first. How the timeline and the estimate are built.
Broadway Wealth Solutions, Inc. held 2,810 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,810 sharesChange vs previous 13F +8 shares
0.23% of the 13F portfolio, value $495,496.
13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,802 sharesChange vs previous 13F -236 shares
0.18% of the 13F portfolio, value $354,011.
13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,038 sharesChange vs previous 13F -364 shares
0.22% of the 13F portfolio, value $410,603.
13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,402 sharesChange vs previous 13F -382 shares
0.24% of the 13F portfolio, value $420,997.
13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,784 sharesChange vs previous 13F -669 shares
0.23% of the 13F portfolio, value $373,625.
13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,453 sharesChange vs previous 13F -11 shares
0.21% of the 13F portfolio, value $292,061.
13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,464 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $310,017.
13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).