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Disclosery

InvesTrust: APD position timeline

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

InvesTrust held 10,138 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,138 shares
    Change vs previous 13F -11 shares

    1.14% of the 13F portfolio, value $2,972,258.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 10,149 shares
    Change vs previous 13F +38 shares

    1.24% of the 13F portfolio, value $2,948,183.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 10,111 shares
    Change vs previous 13F +158 shares

    0.97% of the 13F portfolio, value $2,497,619.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 9,953 shares
    Change vs previous 13F +18 shares

    0.99% of the 13F portfolio, value $2,714,382.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 9,935 shares
    Change vs previous 13F -16,191 shares

    1.08% of the 13F portfolio, value $2,802,266.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 26,126 shares
    Change vs previous 13F +50 shares

    2.11% of the 13F portfolio, value $7,705,080.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 26,076 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $7,551,643.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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