Position in APLD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,795,038
+$1,002,241 QoQ
Shares Held
74,934
-0.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2
of 46 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Derivatives in APLD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$111
PutShares
3
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $12,172,359 across 4 Information Technology Services names. APLD ranks #2 (23.0% of the industry book) .
All Filings in APLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111 | 3 | Put | Sole | 2026-07-14 | |
| 2026-06-30 | $2,795,038 | 74,934 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,792,797 | 75,518 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $28,488 | 1,200 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $1,942,057 | 79,203 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $220 | 9 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $3,914,963 | 170,661 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $6,882 | 300 | Put | Sole | 2025-10-31 | |
| 2025-06-30 | $2,062,315 | 204,798 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,457,069 | 321,606 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,209,291 | 389,005 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,609,197 | 774,655 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,996,328 | 466,432 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,454,802 | 512,582 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,910,535 | 466,432 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $22,602,652 | 2,417,396 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $714,931 | 319,166 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $377,200 | 205,000 | Shares | Sole | 2023-03-15 | |
| 2022-06-30 | $19,110 | 18,200 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||