Position in APP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,462,376
-$4,677,318 QoQ
Shares Held
11,212
-17.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $15,770,836 across 4 Advertising Agencies names. APP ranks #2 (28.3% of the industry book) .
All Filings in APP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,462,376 | 11,212 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,139,694 | 13,564 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,522,602 | 11,861 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,754,958 | 10,726 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,463,684 | 16,846 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,999,922 | 18,528 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,230,577 | 17,086 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,272,354 | 32,828 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||