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EverSource Wealth Advisors, LLC: APO position timeline

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

EverSource Wealth Advisors, LLC held 254,392 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,392 shares
    Change vs previous 13F -6,009 shares

    1.02% of the 13F portfolio, value $30,097,208.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 260,401 shares
    Change vs previous 13F -7,627 shares

    0.89% of the 13F portfolio, value $29,014,009.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth 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 268,028 shares
    Change vs previous 13F +67,261 shares

    1.43% of the 13F portfolio, value $38,799,824.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 200,767 shares
    Change vs previous 13F +200,029 shares

    1.06% of the 13F portfolio, value $26,756,241.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 738 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $104,771.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 735 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $100,690.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 417 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $68,875.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 433 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,087.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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