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KELLEHER FINANCIAL ADVISORS: APO position timeline

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

KELLEHER FINANCIAL ADVISORS held 21,528 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,528 shares
    Change vs previous 13F +10,780 shares

    0.36% of the 13F portfolio, value $2,546,978.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,197,542.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,555,880.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,432,386.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F -36 shares

    0.53% of the 13F portfolio, value $1,524,819.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
    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 10,784 shares
    Change vs previous 13F +36 shares

    0.59% of the 13F portfolio, value $1,476,761.

    13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,775,140.

    13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
    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 10,748 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,342,533.

    13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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