MITCHELL & PAHL PRIVATE WEALTH, LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on APO, newest first. How the timeline and the estimate are built.
MITCHELL & PAHL PRIVATE WEALTH, LLC held 9,214 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,214 sharesChange vs previous 13F -176 shares
0.4% of the 13F portfolio, value $1,090,111.
13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 9,390 sharesChange vs previous 13F -163 shares
0.42% of the 13F portfolio, value $1,046,232.
13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 9,553 sharesChange vs previous 13F +80 shares
0.57% of the 13F portfolio, value $1,382,893.
13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 9,473 sharesChange vs previous 13F -765 shares
0.53% of the 13F portfolio, value $1,262,471.
13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 10,238 sharesChange vs previous 13F -241 shares
0.64% of the 13F portfolio, value $1,452,466.
13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 10,479 sharesChange vs previous 13F -108 shares
0.67% of the 13F portfolio, value $1,434,997.
13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 10,587 sharesChange vs previous 13F -839 shares
0.82% of the 13F portfolio, value $1,748,548.
13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 11,426 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $1,427,217.
13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).