&PARTNERS APMU — TRUST FOR PROFESSIONAL MANAG

Ownership history in &PARTNERS  ·  7 quarters on record

AI Ownership Summary

&PARTNERS reported TRUST FOR PROFESSIONAL MANAG (APMU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows APMU at 0.02% 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 APMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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
2026 Q1

APMU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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 2026 Q1

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.

APMU stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held APMU — position size vs. price
% of Fund (quarterly)    APMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 165,646 +62,921 +61.3% 0.02% $4.1M 2026-05-15 $24.78
2025 Q4 ADDED — — — 102,725 +1,580 +1.6% 0.01% $2.6M 2026-02-17 $25.25
2025 Q3 ADDED — — — 101,145 +11,762 +13.2% 0.02% $2.5M 2025-11-14 $24.80
2025 Q2 ADDED — — — 89,383 +15,086 +20.3% 0.02% $2.2M 2025-08-14 $24.44
2025 Q1 ADDED — — — 74,297 +39,452 +113.2% 0.02% $1.8M 2025-05-15 $23.92
2024 Q4 ADDED — — — 34,845 +8,384 +31.7% 0.01% $860K 2025-02-14 $23.98
2024 Q3 INITIATED — — — 26,461 — — 0.01% $664K 2024-11-14 $23.82

🏢 Other funds also holding APMU

As of 2026 Q1 — sorted by position size

Envestnet Portfolio Solutions, Inc. 0.43% RESOLUTE WEALTH ADVISOR, INC. 0.18% PRINCIPAL SECURITIES, INC. 0.15% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.15% Financial Sense Advisors, Inc. 3Y 7Y 0.06% PARK AVENUE SECURITIES LLC 3Y 7Y 0.04% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.03% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% Spire Wealth Management 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0%

FAQ About &PARTNERS and APMU

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

How long has &PARTNERS reported owning APMU?

&PARTNERS reported APMU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported APMU position in &PARTNERS's portfolio?

The largest reported portfolio weight for APMU was 0.02% in 2026 Q1.

What is the latest reported APMU position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 165,646 shares, equal to 0.02% of portfolio, with an estimated market value of $4.1M.

What does the chart on this APMU ownership page compare?

The chart compares &PARTNERS's quarterly APMU 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.

How well did &PARTNERS time their APMU position?

Based on 13F filing dates vs. subsequent APMU price moves, &PARTNERS correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on APMU relative to SPY over the holding period was -12.4%.

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