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Disclosery

CITADEL ADVISORS LLC: APAM position timeline

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

CITADEL ADVISORS LLC held 760,422 APAM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 760,422 shares
    Change vs previous 13F +198,908 shares

    0.02% of the 13F portfolio, value $26,257,372.

    13F-HR/A 0001104659-26-104387 filed by CITADEL ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 561,514 shares
    Change vs previous 13F +330,161 shares

    0.01% of the 13F portfolio, value $20,433,494.

    13F-HR 0001104659-26-062477 filed by CITADEL 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 231,353 shares
    Change vs previous 13F +223,835 shares

    0.01% of the 13F portfolio, value $9,425,321.

    13F-HR 0001104659-26-016408 filed by CITADEL 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 7,518 shares
    Change vs previous 13F -18,814 shares

    <0.01% of the 13F portfolio, value $326,281.

    13F-HR 0001104659-25-112514 filed by CITADEL 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 26,332 shares
    Change vs previous 13F +17,881 shares

    <0.01% of the 13F portfolio, value $1,167,298.

    13F-HR 0001104659-25-078555 filed by CITADEL 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 8,451 shares
    Change vs previous 13F -12,322 shares

    <0.01% of the 13F portfolio, value $330,434.

    13F-HR 0000950123-25-005687 filed by CITADEL 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 20,773 shares
    Change vs previous 13F +20,773 shares

    <0.01% of the 13F portfolio, value $894,278.

    13F-HR 0000950123-25-002739 filed by CITADEL 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 0 shares
    Change vs previous 13F not available

    13F-HR 0000950123-24-011767 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.