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Disclosery

Ethic Inc.: APO position timeline

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

Ethic Inc. held 44,292 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,292 shares
    Change vs previous 13F +1,507 shares

    0.07% of the 13F portfolio, value $5,240,217.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 42,785 shares
    Change vs previous 13F -6,101 shares

    0.07% of the 13F portfolio, value $4,767,127.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 48,886 shares
    Change vs previous 13F -641 shares

    0.11% of the 13F portfolio, value $7,076,775.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 49,527 shares
    Change vs previous 13F -6,435 shares

    0.11% of the 13F portfolio, value $6,600,525.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 55,962 shares
    Change vs previous 13F +4,230 shares

    0.14% of the 13F portfolio, value $7,998,113.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 51,732 shares
    Change vs previous 13F +8,638 shares

    0.15% of the 13F portfolio, value $7,158,181.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 43,094 shares
    Change vs previous 13F +2,660 shares

    0.14% of the 13F portfolio, value $7,117,486.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 40,434 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,546,827.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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