Englebert Financial Advisers, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Englebert Financial Advisers, LLC on APD, newest first. How the timeline and the estimate are built.
Englebert Financial Advisers, LLC held 4,067 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,067 sharesChange vs previous 13F +23 shares
1.18% of the 13F portfolio, value $1,192,363.
13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,044 sharesChange vs previous 13F -159 shares
1.34% of the 13F portfolio, value $1,174,742.
13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,203 sharesChange vs previous 13F not available
1.19% of the 13F portfolio, value $1,038,225.
13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).