Ownership history in Focus Partners Wealth · 4 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in APELLIS PHARMACEUTICALS INC (APLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 21,771 | -7,905 | -26.6% | 0.00% | $492K | $22.63 |
| 2025 Q2 | ADDED | 29,676 | +7,793 | +35.6% | 0.00% | $514K | $17.31 |
| 2025 Q1 | ADDED | 21,883 | +11,862 | +118.4% | 0.00% | $479K | $21.87 |
| 2024 Q4 | INITIATED | 10,021 | — | — | 0.00% | $320K | $31.91 |
As of 2025 Q4 — sorted by position size