HB Wealth Management, LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on APO, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 13,802 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 13,802 sharesChange vs previous 13F +1,733 shares
0.01% of the 13F portfolio, value $1,632,931.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 12,069 sharesChange vs previous 13F -962 shares
0.01% of the 13F portfolio, value $1,344,824.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 13,031 sharesChange vs previous 13F -177 shares
0.01% of the 13F portfolio, value $1,886,423.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,208 sharesChange vs previous 13F +1,399 shares
0.01% of the 13F portfolio, value $1,760,346.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,809 sharesChange vs previous 13F +2,500 shares
0.01% of the 13F portfolio, value $1,675,355.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,309 sharesChange vs previous 13F +2,011 shares
0.01% of the 13F portfolio, value $1,274,905.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,298 sharesChange vs previous 13F +2,709 shares
0.01% of the 13F portfolio, value $1,205,488.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,589 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $573,316.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).