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REILLY FINANCIAL ADVISORS, LLC: APD position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 43,398 APD shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 43,398 shares
    Change vs previous 13F -2,159 shares

    0.98% of the 13F portfolio, value $13,204,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL 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 ended2021-09-30
    13F 45,557 shares
    Change vs previous 13F +1,787 shares

    0.99% of the 13F portfolio, value $11,668,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL 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 ended2021-06-30
    13F 43,770 shares
    Change vs previous 13F +1,401 shares

    1.02% of the 13F portfolio, value $12,592,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL 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 ended2021-03-31
    13F 42,369 shares
    Change vs previous 13F +1,104 shares

    1.05% of the 13F portfolio, value $11,920,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL 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 ended2020-12-31
    13F 41,265 shares
    Change vs previous 13F +713 shares

    1.06% of the 13F portfolio, value $11,274,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL 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 ended2020-09-30
    13F 40,552 shares
    Change vs previous 13F -4,021 shares

    1.29% of the 13F portfolio, value $12,079,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL 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 ended2020-06-30
    13F 44,573 shares
    Change vs previous 13F +1,460 shares

    1.27% of the 13F portfolio, value $10,763,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL 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 ended2020-03-31
    13F 43,113 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $8,606,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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