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NewEdge Advisors, LLC: APO position timeline

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

NewEdge Advisors, LLC held 41,404 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,404 shares
    Change vs previous 13F +23,400 shares

    0.01% of the 13F portfolio, value $4,898,593.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 18,004 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $2,005,977.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 18,396 shares
    Change vs previous 13F +4,783 shares

    0.01% of the 13F portfolio, value $2,662,955.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 13,613 shares
    Change vs previous 13F -909 shares

    0.01% of the 13F portfolio, value $1,814,176.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,522 shares
    Change vs previous 13F -15,643 shares

    0.01% of the 13F portfolio, value $2,060,196.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,165 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $4,130,738.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,775 shares
    Change vs previous 13F +1,585 shares

    0.03% of the 13F portfolio, value $4,917,608.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,521,130.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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