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Twelve Points Wealth Management LLC: APAM position timeline

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

Twelve Points Wealth Management LLC held 109,104 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,104 shares
    Change vs previous 13F +27,593 shares

    0.75% of the 13F portfolio, value $3,767,356.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth 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 81,511 shares
    Change vs previous 13F +6,981 shares

    0.65% of the 13F portfolio, value $2,966,175.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth 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 74,530 shares
    Change vs previous 13F -7,964 shares

    0.74% of the 13F portfolio, value $3,303,159.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth 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 82,494 shares
    Change vs previous 13F +693 shares

    0.89% of the 13F portfolio, value $3,580,256.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth 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 81,801 shares
    Change vs previous 13F +4,611 shares

    0.98% of the 13F portfolio, value $3,626,260.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth 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 77,190 shares
    Change vs previous 13F +5,478 shares

    0.82% of the 13F portfolio, value $3,018,127.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth 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 71,712 shares
    Change vs previous 13F +2,629 shares

    0.89% of the 13F portfolio, value $3,087,181.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 69,083 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,992,694.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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