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Steward Partners Investment Advisory, LLC: APO position timeline

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

Steward Partners Investment Advisory, LLC held 36,485 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,485 shares
    Change vs previous 13F -4,285 shares

    0.02% of the 13F portfolio, value $4,316,482.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 40,770 shares
    Change vs previous 13F -3,457 shares

    0.02% of the 13F portfolio, value $4,542,587.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 44,227 shares
    Change vs previous 13F -23,252 shares

    0.04% of the 13F portfolio, value $6,402,238.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 67,479 shares
    Change vs previous 13F -11,818 shares

    0.05% of the 13F portfolio, value $8,992,940.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 79,297 shares
    Change vs previous 13F +12,391 shares

    0.09% of the 13F portfolio, value $11,249,849.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 66,906 shares
    Change vs previous 13F +1,085 shares

    0.08% of the 13F portfolio, value $9,162,137.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 65,821 shares
    Change vs previous 13F +18,946 shares

    0.1% of the 13F portfolio, value $10,870,945.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 46,875 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,855,188.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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