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AM INVESTMENT STRATEGIES LLC: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AM INVESTMENT STRATEGIES LLC on APO, newest first. How the timeline and the estimate are built.

AM INVESTMENT STRATEGIES LLC held 69,972 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,972 shares
    Change vs previous 13F +302 shares

    1.59% of the 13F portfolio, value $8,278,000.

    13F-HR 0001818897-26-000003 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,670 shares
    Change vs previous 13F +1,906 shares

    1.71% of the 13F portfolio, value $7,763,000.

    13F-HR 0001818897-26-000002 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,764 shares
    Change vs previous 13F +1,554 shares

    2.04% of the 13F portfolio, value $9,810,000.

    13F-HR 0001818897-26-000001 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,210 shares
    Change vs previous 13F +241 shares

    1.92% of the 13F portfolio, value $8,824,000.

    13F-HR 0001818897-25-000007 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,969 shares
    Change vs previous 13F +2,993 shares

    2.2% of the 13F portfolio, value $9,358,000.

    13F-HR 0001818897-25-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,976 shares
    Change vs previous 13F +6,338 shares

    2.09% of the 13F portfolio, value $8,624,000.

    13F-HR 0001818897-25-000003 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,638 shares
    Change vs previous 13F +189 shares

    2.28% of the 13F portfolio, value $9,354,000.

    13F-HR 0001818897-25-000001 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,449 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $7,056,000.

    13F-HR 0001818897-24-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).