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Disclosery

SPINNAKER TRUST: APO position timeline

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

SPINNAKER TRUST held 50,900 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,900 shares
    Change vs previous 13F +2,745 shares

    0.29% of the 13F portfolio, value $6,021,982.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 48,155 shares
    Change vs previous 13F +5,561 shares

    0.3% of the 13F portfolio, value $5,365,408.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 42,594 shares
    Change vs previous 13F +1,262 shares

    0.33% of the 13F portfolio, value $6,165,847.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 41,332 shares
    Change vs previous 13F +3,663 shares

    0.31% of the 13F portfolio, value $5,508,367.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 37,669 shares
    Change vs previous 13F +19,745 shares

    0.32% of the 13F portfolio, value $5,344,101.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 17,924 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,454,513.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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