Papamarkou Wellner Asset Management inc.

Position in AVPT — AvePoint, Inc.

CIK 2063952 NEW YORK, NY

Position in AVPT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$227,226

+$34,459 QoQ

Shares Held

20,270

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#167

of 252 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Papamarkou Wellner Asset Management inc. holds $9,831,535 across 4 Software - Infrastructure names. AVPT ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	23,984	$8,946,511
2	CRWD	CrowdStrike Holdings, Inc.	2,596	$495,277
3	AVPT	AvePoint, Inc. This page	20,270	$227,226
4	PLTR	Palantir Technologies Inc.	1,393	$162,521

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,226	20,270	0.0%	Shares	Sole	2026-08-17
2026-03-31	$192,767	20,270	-33.3%	Shares	Sole	2026-05-15
2025-06-30	$587,024	30,400	0.0%	Shares	Sole	2025-08-14
2025-03-31	$438,976	30,400	—	Shares	Other	2025-05-14
No filing history on record for this holder in this stock.