Skip to content
Disclosery

Private Wealth Partners, LLC: APO position timeline

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

Private Wealth Partners, LLC held 1,892 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,892 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $223,843.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 2,242 shares
    Change vs previous 13F -11,010 shares

    0.02% of the 13F portfolio, value $249,804.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 13,252 shares
    Change vs previous 13F -8,148 shares

    0.14% of the 13F portfolio, value $1,918,360.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 21,400 shares
    Change vs previous 13F +5,385 shares

    0.2% of the 13F portfolio, value $2,851,978.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 16,015 shares
    Change vs previous 13F +6,870 shares

    0.18% of the 13F portfolio, value $2,272,048.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 9,145 shares
    Change vs previous 13F +895 shares

    0.1% of the 13F portfolio, value $1,252,316.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 8,250 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $1,362,570.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 8,390 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,047,995.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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