Question 1

How many shares of APIE does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 231,306 shares of APIE (TRUST FOR PROFESSIONAL MANAG).

Question 2

What is &PARTNERS's APIE position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's APIE position is worth $9.1M.

Question 3

Is &PARTNERS buying or selling APIE?

Accepted Answer

In 2026-Q2, &PARTNERS increased their APIE position (+1.2% change in shares).

Question 4

When did &PARTNERS first buy APIE?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in APIE in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	231,306	+1.2%	$9.1M	0.0%	$38.76	28
2026-Q1	Increased	228,561	+6.1%	$8.1M	0.0%	$36.84	29
2025-Q4	Increased	215,354	+74.7%	$7.7M	0.0%	$35.74	41
2025-Q3	Increased	123,270	+5.1%	$4.4M	0.0%	$34.12	28
2025-Q2	Decreased	117,298	-16.3%	$3.9M	0.0%	$31.92	0
2025-Q1	Increased	140,123	+65.9%	$4.3M	0.0%	$29.16	39
2024-Q4	Increased	84,443	+103.2%	$2.4M	0.0%	$27.08	42
2024-Q3	New	41,563	-	$1.3M	0.0%	$29.23	35

APIE8 quarters

APIE
8 quarters