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Chicago Partners Investment Group LLC: APO position timeline

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

Chicago Partners Investment Group LLC held 48,298 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,298 shares
    Change vs previous 13F +390 shares

    0.12% of the 13F portfolio, value $5,747,484.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 47,908 shares
    Change vs previous 13F +1,089 shares

    0.14% of the 13F portfolio, value $6,182,990.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 46,819 shares
    Change vs previous 13F +2,718 shares

    0.16% of the 13F portfolio, value $6,381,864.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 44,101 shares
    Change vs previous 13F +1,839 shares

    0.14% of the 13F portfolio, value $5,489,244.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 42,262 shares
    Change vs previous 13F +397 shares

    0.18% of the 13F portfolio, value $6,417,514.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 41,865 shares
    Change vs previous 13F +3,821 shares

    0.18% of the 13F portfolio, value $5,414,804.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 38,044 shares
    Change vs previous 13F +34,722 shares

    0.2% of the 13F portfolio, value $6,162,332.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 3,322 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $476,837.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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