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Focus Partners Wealth: APO position timeline

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

Focus Partners Wealth held 1,645,757 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,645,757 shares
    Change vs previous 13F -1,608,605 shares

    0.2% of the 13F portfolio, value $194,709,679.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 3,254,362 shares
    Change vs previous 13F +1,849,786 shares

    0.4% of the 13F portfolio, value $362,601,239.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 1,404,576 shares
    Change vs previous 13F +1,351,778 shares

    0.23% of the 13F portfolio, value $203,324,236.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 52,798 shares
    Change vs previous 13F +1,015 shares

    0.01% of the 13F portfolio, value $6,938,464.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 51,783 shares
    Change vs previous 13F +1,079 shares

    0.02% of the 13F portfolio, value $7,346,401.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 51,783 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 50,704 shares
    Change vs previous 13F +4,825 shares

    0.01% of the 13F portfolio, value $6,943,868.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 47,357 shares
    • Focus Partners Advisor Solutions, LLC: 3,347 shares

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

  7. period ended2024-12-31
    13F/A 45,879 shares
    Change vs previous 13F +15,720 shares

    0.02% of the 13F portfolio, value $7,577,646.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,631 shares
    • Focus Partners Advisor Solutions, LLC: 2,248 shares

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

  8. period ended2024-09-30
    13F 30,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,767,240.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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