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Disclosery

Forum Financial Management, LP: APO position timeline

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

Forum Financial Management, LP held 20,923 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,923 shares
    Change vs previous 13F -980 shares

    0.03% of the 13F portfolio, value $2,475,408.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 21,903 shares
    Change vs previous 13F +16,086 shares

    0.03% of the 13F portfolio, value $2,440,433.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 5,817 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $842,069.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 5,254 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $700,200.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 5,142 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $729,496.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 5,142 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $704,146.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 5,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $849,418.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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