Current Market Value 940,606,460
Current Holdings 187
Most Recent File Date 2025-08-14
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Apriem Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 187 940,606
2025-05-15 2025-03-31 13F-HR 182 853,485
2025-02-05 2024-12-31 13F-HR 184 873,085
2024-11-14 2024-09-30 13F-HR 175 856,172
2024-08-14 2024-06-30 13F-HR 173 816,838
2024-05-15 2024-03-31 13F-HR 172 795,986
2024-02-14 2023-12-31 13F-HR 151 748,499
2023-11-13 2023-09-30 13F-HR 142 682,424
2023-08-08 2023-06-30 13F-HR 143 666,893
2023-05-12 2023-03-31 13F-HR 150 625,013
2023-02-13 2022-12-31 13F-HR 145 577,037
2022-11-14 2022-09-30 13F-HR 142 554,672
2022-08-08 2022-06-30 13F-HR 143 580,577
2022-05-10 2022-03-31 13F-HR 152 681,644
2022-02-09 2021-12-31 13F-HR 147 706,729
2021-11-12 2021-09-30 13F-HR 151 697,167
2021-08-10 2021-06-30 13F-HR 153 670,283
2021-05-10 2021-03-31 13F-HR 146 645,431
2021-02-04 2020-12-31 13F-HR 131 560,967
2020-11-10 2020-09-30 13F-HR 123 544,794
2020-08-07 2020-06-30 13F-HR 122 486,709
2020-05-07 2020-03-31 13F-HR 113 412,656
2020-02-10 2019-12-31 13F-HR 137 521,598
2019-11-12 2019-09-30 13F-HR 127 451,119
2019-08-14 2019-06-30 13F-HR 129 319,236
2019-05-15 2019-03-31 13F-HR 128 377,841
2019-02-19 2018-12-31 13F-HR 126 284,363
2018-11-14 2018-09-30 13F-HR 164 456,845
2018-08-14 2018-06-30 13F-HR 446 445,131
2018-05-11 2018-03-31 13F-HR 142 409,880
2018-02-14 2017-12-31 13F-HR 141 403,509
2017-11-14 2017-09-30 13F-HR 151 402,147
2017-08-04 2017-06-30 13F-HR 144 377,402
2017-05-13 2017-03-31 13F-HR 730 368,163
2017-02-14 2016-12-31 13F-HR 779 336,821
2016-11-14 2016-09-30 13F-HR 651 335,532
2016-08-12 2016-06-30 13F-HR 652 307,612
2016-05-13 2016-03-31 13F-HR 642 254,132
2016-02-09 2015-12-31 13F-HR 611 280,570
2015-11-13 2015-09-30 13F-HR 578 270,307
2015-08-14 2015-06-30 13F-HR 684 291,141
2015-05-07 2015-03-31 13F-HR 607 288,566
2015-02-12 2014-12-31 13F-HR 580 271,443
2014-11-10 2014-09-30 13F-HR 581 261,791
2014-08-11 2014-06-30 13F-HR 510 261,907
2014-05-13 2014-03-31 13F-HR 541 264,371
2014-02-14 2013-12-31 13F-HR 546 255,220
2013-11-06 2013-09-30 13F-HR 545 230,393
2013-08-15 2013-06-30 13F-HR 518 204,116