Aureus Asset Management, LLC: APO position timeline

Aureus Asset Management, LLC held 285,691 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 285,691 shares

   Change vs previous 13F +39,338 shares

   2.05% of the 13F portfolio, value $33,800,198.

   13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 246,353 shares

   Change vs previous 13F +59,154 shares

   1.83% of the 13F portfolio, value $27,448,654.

   13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 187,199 shares

   Change vs previous 13F +13,754 shares

   1.73% of the 13F portfolio, value $27,098,864.

   13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 173,445 shares

   Change vs previous 13F +22,137 shares

   1.51% of the 13F portfolio, value $23,114,988.

   13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 151,308 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $21,466,085.

   13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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