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Disclosery

NewEdge Wealth, LLC: APO position timeline

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

NewEdge Wealth, LLC held 86,404 APO 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 86,404 shares
    Change vs previous 13F +8,077 shares

    0.1% of the 13F portfolio, value $10,222,416.

    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 78,327 shares
    Change vs previous 13F +1,213 shares

    0.1% of the 13F portfolio, value $8,727,249.

    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 77,114 shares
    Change vs previous 13F +7,748 shares

    0.13% of the 13F portfolio, value $11,163,015.

    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 69,366 shares
    Change vs previous 13F +1,924 shares

    0.13% of the 13F portfolio, value $9,277,757.

    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 67,442 shares
    Change vs previous 13F +5,309 shares

    0.15% of the 13F portfolio, value $9,516,698.

    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 62,133 shares
    Change vs previous 13F +106 shares

    0.15% of the 13F portfolio, value $8,508,426.

    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 62,027 shares
    Change vs previous 13F -5,908 shares

    0.18% of the 13F portfolio, value $10,244,379.

    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 67,935 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,485,761.

    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).