APT β€” ALPHA PRO TECH LTD

Ownership history in NEEDHAM INVESTMENT MANAGEMENT LLC  Β·  31 quarters on record

AI Ownership Summary

NEEDHAM INVESTMENT MANAGEMENT LLC reported ALPHA PRO TECH LTD (APT) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q1. The latest visible filing shows APT at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEEDHAM INVESTMENT MANAGEMENT LLC's position in ALPHA PRO TECH LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APT was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEEDHAM INVESTMENT MANAGEMENT LLC held APT β€” position size vs. price
% of Fund (quarterly)    APT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 642,500 +7,500 +1.2% 0.18% $2.9M 2026-02-14 (Est.) $5.19
2025 Q3 ADDED 635,000 +22,500 +3.7% 0.21% $3.0M 2025-11-14 $4.49
2025 Q2 UNCHANGED 612,500 β€” 0% 0.23% $2.9M 2025-08-14 $4.56
2025 Q1 UNCHANGED 612,500 β€” 0% 0.29% $3.1M 2025-05-15 $4.50
2024 Q4 ADDED 612,500 +2,500 +0.4% 0.25% $3.2M 2025-02-14 $5.36
2024 Q3 ADDED 610,000 +7,500 +1.2% 0.27% $3.5M 2024-11-14 $5.29
2024 Q2 ADDED 602,500 +252,500 +72.1% 0.27% $3.3M 2024-08-14 $5.66
2024 Q1 ADDED 350,000 +130,000 +59.1% 0.20% $2.2M 2024-05-15 $5.02
2023 Q4 UNCHANGED 220,000 β€” 0% 0.15% $1.2M 2024-02-14 $5.18
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding APT

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About NEEDHAM INVESTMENT MANAGEMENT LLC and APT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEEDHAM INVESTMENT MANAGEMENT LLC reported owning APT?

NEEDHAM INVESTMENT MANAGEMENT LLC reported APT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APT position in NEEDHAM INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for APT was 0.29% in 2025 Q1.

What is the latest reported APT position on this page?

The most recent filing on this page is 2025 Q4, when NEEDHAM INVESTMENT MANAGEMENT LLC reported 642,500 shares, equal to 0.18% of portfolio, with an estimated market value of $2.9M.

What does the chart on this APT ownership page compare?

The chart compares NEEDHAM INVESTMENT MANAGEMENT LLC's quarterly APT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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