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Summit Trail Advisors, LLC: APO position timeline

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

Summit Trail Advisors, LLC held 172,955 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,955 shares
    Change vs previous 13F +1,215 shares

    0.26% of the 13F portfolio, value $20,462,293.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 171,740 shares
    Change vs previous 13F +3,359 shares

    0.27% of the 13F portfolio, value $19,135,318.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 168,381 shares
    Change vs previous 13F -5,741 shares

    0.42% of the 13F portfolio, value $24,374,853.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 174,122 shares
    Change vs previous 13F +8,108 shares

    0.32% of the 13F portfolio, value $23,205,257.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 166,014 shares
    Change vs previous 13F +2,392 shares

    0.4% of the 13F portfolio, value $23,552,406.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 163,622 shares
    Change vs previous 13F +1,218 shares

    0.74% of the 13F portfolio, value $22,406,441.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 162,404 shares
    Change vs previous 13F -1,013 shares

    0.99% of the 13F portfolio, value $26,822,645.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    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 163,417 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $20,412,417.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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