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Disclosery

MOTCO: APO position timeline

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

MOTCO held 52,691 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,691 shares
    Change vs previous 13F -43,068 shares

    0.53% of the 13F portfolio, value $6,233,872.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 95,759 shares
    Change vs previous 13F +3,721 shares

    0.99% of the 13F portfolio, value $10,669,468.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 92,038 shares
    Change vs previous 13F +343 shares

    1.21% of the 13F portfolio, value $13,323,421.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 91,695 shares
    Change vs previous 13F +921 shares

    1.12% of the 13F portfolio, value $12,220,193.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 90,774 shares
    Change vs previous 13F +1,893 shares

    1.26% of the 13F portfolio, value $13,191,278.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 88,881 shares
    Change vs previous 13F -2,050 shares

    1.29% of the 13F portfolio, value $12,171,364.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 90,931 shares
    Change vs previous 13F -6,845 shares

    1.54% of the 13F portfolio, value $15,018,164.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 97,776 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $12,213,200.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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