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Hennion & Walsh Asset Management, Inc.: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on APO, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 15,655 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 15,655 shares
    Change vs previous 13F -202 shares

    0.05% of the 13F portfolio, value $1,816,919.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,857 shares
    Change vs previous 13F -140 shares

    0.05% of the 13F portfolio, value $1,876,042.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, 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 15,997 shares
    Change vs previous 13F +714 shares

    0.06% of the 13F portfolio, value $1,782,386.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, 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 15,283 shares
    Change vs previous 13F +3,875 shares

    0.08% of the 13F portfolio, value $2,212,367.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, 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 11,408 shares
    Change vs previous 13F +755 shares

    0.06% of the 13F portfolio, value $1,520,344.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, 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 10,653 shares
    Change vs previous 13F +5,240 shares

    0.06% of the 13F portfolio, value $1,511,341.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, 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 5,413 shares
    Change vs previous 13F +1,149 shares

    0.03% of the 13F portfolio, value $741,256.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, 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 4,264 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $704,242.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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