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Disclosery

NewEdge Wealth, LLC: APD position timeline

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

NewEdge Wealth, LLC held 35,961 APD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,961 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $10,542,905.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 36,097 shares
    Change vs previous 13F +4,723 shares

    0.13% of the 13F portfolio, value $10,485,676.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 31,374 shares
    Change vs previous 13F +1,112 shares

    0.09% of the 13F portfolio, value $7,749,893.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 30,262 shares
    Change vs previous 13F +4,365 shares

    0.1% of the 13F portfolio, value $7,189,053.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 25,897 shares
    Change vs previous 13F +2,872 shares

    0.12% of the 13F portfolio, value $7,472,866.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 23,025 shares
    Change vs previous 13F -3,726 shares

    0.12% of the 13F portfolio, value $6,790,591.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 26,751 shares
    Change vs previous 13F +3,880 shares

    0.13% of the 13F portfolio, value $7,758,848.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 22,871 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,809,514.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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