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Rafferty Asset Management, LLC: APO position timeline

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

Rafferty Asset Management, LLC held 138,209 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 138,209 shares
    Change vs previous 13F +22,614 shares

    0.04% of the 13F portfolio, value $16,351,507.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    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 115,595 shares
    Change vs previous 13F -29,697 shares

    0.05% of the 13F portfolio, value $12,879,595.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    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 145,292 shares
    Change vs previous 13F -10,654 shares

    0.07% of the 13F portfolio, value $21,032,470.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    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 155,946 shares
    Change vs previous 13F +2,520 shares

    0.07% of the 13F portfolio, value $20,782,923.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    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 153,426 shares
    Change vs previous 13F +4,991 shares

    0.07% of the 13F portfolio, value $21,766,547.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    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 148,435 shares
    Change vs previous 13F -9,270 shares

    0.09% of the 13F portfolio, value $20,326,689.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    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 157,705 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $26,046,558.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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