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Disclosery

Zhang Financial LLC: APO position timeline

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

Zhang Financial LLC held 15,352 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,352 shares
    Change vs previous 13F -3,671 shares

    0.05% of the 13F portfolio, value $1,816,221.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 19,023 shares
    Change vs previous 13F -10,097 shares

    0.07% of the 13F portfolio, value $2,119,472.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 29,120 shares
    Change vs previous 13F +1,650 shares

    0.16% of the 13F portfolio, value $4,215,356.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 27,470 shares
    Change vs previous 13F +2,413 shares

    0.15% of the 13F portfolio, value $3,660,914.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 25,057 shares
    Change vs previous 13F -694 shares

    0.16% of the 13F portfolio, value $3,554,920.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 25,751 shares
    Change vs previous 13F +7,170 shares

    0.19% of the 13F portfolio, value $3,526,294.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 18,581 shares
    Change vs previous 13F +568 shares

    0.18% of the 13F portfolio, value $3,068,837.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 18,013 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,250,075.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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