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Disclosery

Gillson Capital LP: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gillson Capital LP on APLD, newest first. How the timeline and the estimate are built.

Gillson Capital LP held 519,964 APLD 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 519,964 shares
    Change vs previous 13F +265,067 shares

    0.93% of the 13F portfolio, value $15,754,000.

    13F-HR 0001698055-26-000006 filed by Gillson Capital LP
    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 254,897 shares
    Change vs previous 13F +154,097 shares

    0.5% of the 13F portfolio, value $6,051,000.

    13F-HR 0001698055-26-000003 filed by Gillson Capital LP
    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 100,800 shares
    Change vs previous 13F -59,800 shares

    0.16% of the 13F portfolio, value $2,472,000.

    13F-HR 0001698055-26-000002 filed by Gillson Capital LP
    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 160,600 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,684,000.

    13F-HR 0001698055-25-000009 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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