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Disclosery

Davies Financial Advisors, Inc.: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davies Financial Advisors, Inc. on APO, newest first. How the timeline and the estimate are built.

Davies Financial Advisors, Inc. held 0 APO shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,724 shares

    13F-HR 0002020296-26-000002 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,724 shares
    Change vs previous 13F -1,397 shares

    0.46% of the 13F portfolio, value $249,603.

    13F-HR 0002020296-26-000001 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,121 shares
    Change vs previous 13F -125 shares

    0.34% of the 13F portfolio, value $415,927.

    13F-HR 0002020296-25-000002 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,246 shares
    Change vs previous 13F +3 shares

    0.36% of the 13F portfolio, value $460,536.

    13F-HR 0001085146-25-004719 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,243 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $444,144.

    13F-HR 0001085146-25-002221 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,235 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $534,307.

    13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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