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Disclosery

&PARTNERS: APAM position timeline

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

&PARTNERS held 42,198 APAM 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 42,198 shares
    Change vs previous 13F +1,064 shares

    0.01% of the 13F portfolio, value $1,460,162.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 41,134 shares
    Change vs previous 13F +1,664 shares

    0.01% of the 13F portfolio, value $1,496,856.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 39,470 shares
    Change vs previous 13F +2,012 shares

    0.01% of the 13F portfolio, value $1,608,211.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 37,458 shares
    Change vs previous 13F +800 shares

    0.01% of the 13F portfolio, value $1,624,676.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 36,658 shares
    Change vs previous 13F +1,755 shares

    0.01% of the 13F portfolio, value $1,619,815.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 34,903 shares
    Change vs previous 13F +1,531 shares

    0.01% of the 13F portfolio, value $1,365,389.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 33,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,427,416.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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