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Disclosery

Arax Advisory Partners: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on APAM, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 2,036 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,036 shares
    Change vs previous 13F +1,907 shares

    <0.01% of the 13F portfolio, value $70,304.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 129 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $4,695.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 200 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $8,148.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 845 shares
    Change vs previous 13F +788 shares

    <0.01% of the 13F portfolio, value $36,673.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 57 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $2,527.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,095.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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