Skip to content
Disclosery

ROMANO BROTHERS AND COMPANY: APAM position timeline

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

ROMANO BROTHERS AND COMPANY held 61,015 APAM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,015 shares
    Change vs previous 13F -1,438 shares

    0.21% of the 13F portfolio, value $2,106,845.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 62,453 shares
    Change vs previous 13F -4,528 shares

    0.26% of the 13F portfolio, value $2,272,662.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 66,981 shares
    Change vs previous 13F -989 shares

    0.31% of the 13F portfolio, value $2,728,820.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 67,970 shares
    Change vs previous 13F +2,058 shares

    0.34% of the 13F portfolio, value $2,950,376.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 65,912 shares
    Change vs previous 13F -2,391 shares

    0.36% of the 13F portfolio, value $2,921,863.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 68,303 shares
    Change vs previous 13F -2,083 shares

    0.35% of the 13F portfolio, value $2,670,639.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 70,386 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $3,030,125.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 70,378 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,048,764.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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