APUE β€” TRUST FOR PROFESSIONAL MANAG

Ownership history in FLAGSTAR ADVISORS INC  Β·  6 quarters on record

AI Ownership Summary

FLAGSTAR ADVISORS INC reported TRUST FOR PROFESSIONAL MANAG (APUE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows APUE at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSTAR ADVISORS INC's position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APUE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FLAGSTAR ADVISORS INC held APUE β€” position size vs. price
% of Fund (quarterly)    APUE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,481 +2,582 +26.1% 0.17% $520K 2026-02-14 (Est.) $41.90
2025 Q3 REDUCED 9,899 -311 -3.0% 0.12% $404K 2025-11-10 $41.35
2025 Q2 ADDED 10,210 +580 +6.0% 0.11% $384K 2025-07-14 $37.73
2025 Q1 ADDED 9,630 +390 +4.2% 0.08% $327K 2025-04-09 $32.57
2024 Q4 ADDED 9,240 +63 +0.7% 0.08% $330K 2025-02-03 $36.23
2024 Q3 INITIATED 9,177 β€” β€” 0.08% $323K 2024-11-12 $36.21

FAQ About FLAGSTAR ADVISORS INC and APUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has FLAGSTAR ADVISORS INC reported owning APUE?

FLAGSTAR ADVISORS INC reported APUE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported APUE position in FLAGSTAR ADVISORS INC's portfolio?

The largest reported portfolio weight for APUE was 0.17% in 2025 Q4.

What is the latest reported APUE position on this page?

The most recent filing on this page is 2025 Q4, when FLAGSTAR ADVISORS INC reported 12,481 shares, equal to 0.17% of portfolio, with an estimated market value of $520K.

What does the chart on this APUE ownership page compare?

The chart compares FLAGSTAR ADVISORS INC's quarterly APUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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