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Wealthspire Advisors, LLC: APO position timeline

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

Wealthspire Advisors, LLC held 31,445 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,445 shares
    Change vs previous 13F +9,970 shares

    0.02% of the 13F portfolio, value $3,720,339.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 ended2026-03-31
    13F 21,475 shares
    Change vs previous 13F -2,412 shares

    0.02% of the 13F portfolio, value $2,392,693.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 ended2025-12-31
    13F 23,887 shares
    Change vs previous 13F +1,015 shares

    0.03% of the 13F portfolio, value $3,457,939.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 ended2025-09-30
    13F 22,872 shares
    Change vs previous 13F -507 shares

    0.02% of the 13F portfolio, value $3,048,157.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 ended2025-06-30
    13F 23,379 shares
    Change vs previous 13F +1,500 shares

    0.02% of the 13F portfolio, value $3,316,750.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 ended2025-03-31
    13F 21,879 shares
    Change vs previous 13F -922 shares

    0.02% of the 13F portfolio, value $2,996,150.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 ended2024-12-31
    13F 22,801 shares
    Change vs previous 13F -519 shares

    0.04% of the 13F portfolio, value $3,765,879.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 ended2024-09-30
    13F 23,320 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,912,923.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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