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Disclosery

RATIONAL ADVISORS, INC.: APO position timeline

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

RATIONAL ADVISORS, INC. held 12,515 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,515 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $1,480,650.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 12,487 shares
    Change vs previous 13F -5,600 shares

    0.14% of the 13F portfolio, value $1,391,302.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 18,087 shares
    Change vs previous 13F -6,693 shares

    0.27% of the 13F portfolio, value $2,618,274.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 24,780 shares
    Change vs previous 13F -2,464 shares

    0.33% of the 13F portfolio, value $3,302,431.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 27,244 shares
    Change vs previous 13F +5,344 shares

    0.38% of the 13F portfolio, value $3,865,106.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 21,900 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,998,986.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 21,900 shares
    Change vs previous 13F -15,300 shares

    0.35% of the 13F portfolio, value $3,617,004.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 37,200 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,646,652.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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