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CAPTRUST FINANCIAL ADVISORS: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on APO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 17,588 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,588 shares
    Change vs previous 13F -2,630 shares

    <0.01% of the 13F portfolio, value $2,080,849.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,218 shares
    Change vs previous 13F +280 shares

    <0.01% of the 13F portfolio, value $2,252,663.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,938 shares
    Change vs previous 13F +5,665 shares

    0.01% of the 13F portfolio, value $2,886,246.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 14,273 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $1,902,167.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 13,907 shares
    Change vs previous 13F +3,985 shares

    <0.01% of the 13F portfolio, value $1,973,046.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 9,922 shares
    Change vs previous 13F +2,363 shares

    <0.01% of the 13F portfolio, value $1,358,748.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 7,559 shares
    Change vs previous 13F +4,550 shares

    <0.01% of the 13F portfolio, value $1,248,524.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,009 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,878.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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