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Focus Partners Wealth: APD position timeline

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

Focus Partners Wealth held 81,063 APD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,063 shares
    Change vs previous 13F -28,027 shares

    0.02% of the 13F portfolio, value $23,765,322.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 109,090 shares
    Change vs previous 13F -2,014 shares

    0.04% of the 13F portfolio, value $31,695,873.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 111,104 shares
    Change vs previous 13F +51,729 shares

    0.03% of the 13F portfolio, value $27,445,118.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 59,375 shares
    Change vs previous 13F -1,262 shares

    0.03% of the 13F portfolio, value $16,073,885.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 60,637 shares
    Change vs previous 13F -769 shares

    0.04% of the 13F portfolio, value $17,103,659.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 61,406 shares
    Change vs previous 13F -1,575 shares

    0.05% of the 13F portfolio, value $18,110,449.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 62,981 shares
    Change vs previous 13F +2,453 shares

    0.05% of the 13F portfolio, value $18,267,105.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 60,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,021,913.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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