Leverty Financial Group, LLC APG β€” API GROUP CORP COM STK

Ownership history in Leverty Financial Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Leverty Financial Group, LLC reported API GROUP CORP COM STK (APG) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows APG at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leverty Financial Group, LLC's position in API GROUP CORP COM STK, 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
2026 Q2

APG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Leverty Financial Group, LLC held APG β€” position size vs. price
% of Fund (quarterly)    APG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 4,741 -1,580 -25.0% 0.04% $201K 2026-07-10 $41.36
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Leverty Financial Group, LLC and APG

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

How long has Leverty Financial Group, LLC reported owning APG?

Leverty Financial Group, LLC reported APG across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported APG position in Leverty Financial Group, LLC's portfolio?

The largest reported portfolio weight for APG was 0.04% in 2026 Q2.

What is the latest reported APG position on this page?

The most recent filing on this page is 2026 Q2, when Leverty Financial Group, LLC reported 4,741 shares, equal to 0.04% of portfolio, with an estimated market value of $201K.

What does the chart on this APG ownership page compare?

The chart compares Leverty Financial Group, LLC's quarterly APG 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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