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Icon Wealth Advisors, LLC: APO position timeline

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

Icon Wealth Advisors, LLC held 33,892 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,892 shares
    Change vs previous 13F +10,855 shares

    0.24% of the 13F portfolio, value $4,009,729.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 23,037 shares
    Change vs previous 13F +14,525 shares

    0.18% of the 13F portfolio, value $2,817,006.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,512 shares
    Change vs previous 13F +2,738 shares

    0.08% of the 13F portfolio, value $1,232,272.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,774 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $769,501.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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