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Disclosery

MAI Capital Management: APO position timeline

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

MAI Capital Management held 130,206 APO 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 130,206 shares
    Change vs previous 13F +4,511 shares

    0.06% of the 13F portfolio, value $15,404,831.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 125,695 shares
    Change vs previous 13F +10,580 shares

    0.08% of the 13F portfolio, value $14,004,901.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 115,115 shares
    Change vs previous 13F +7,773 shares

    0.1% of the 13F portfolio, value $16,663,993.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 107,342 shares
    Change vs previous 13F +9,942 shares

    0.09% of the 13F portfolio, value $14,305,419.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 97,400 shares
    Change vs previous 13F +6,003 shares

    0.1% of the 13F portfolio, value $13,818,117.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 91,397 shares
    Change vs previous 13F +30,610 shares

    0.09% of the 13F portfolio, value $12,515,844.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 60,787 shares
    Change vs previous 13F +13,139 shares

    0.07% of the 13F portfolio, value $10,039,587.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 47,648 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,951,721.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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