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Disclosery

Peterson Wealth Services: APD position timeline

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

Peterson Wealth Services held 9,357 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,357 shares
    Change vs previous 13F +553 shares

    0.6% of the 13F portfolio, value $2,743,306.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 8,804 shares
    Change vs previous 13F +483 shares

    0.63% of the 13F portfolio, value $2,557,502.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 8,321 shares
    Change vs previous 13F +6,964 shares

    0.53% of the 13F portfolio, value $2,055,432.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,357 shares
    Change vs previous 13F -7,068 shares

    0.64% of the 13F portfolio, value $2,310,008.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 8,425 shares
    Change vs previous 13F +236 shares

    0.65% of the 13F portfolio, value $2,376,409.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 8,189 shares
    Change vs previous 13F +582 shares

    0.75% of the 13F portfolio, value $2,415,214.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 7,607 shares
    Change vs previous 13F +362 shares

    0.66% of the 13F portfolio, value $2,206,331.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 7,245 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,157,180.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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