Question 1

How many shares of APUE does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 440,357 shares of APUE (TRUST FOR PROFESSIONAL MANAG).

Question 2

What is &PARTNERS's APUE position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's APUE position is worth $20.6M.

Question 3

Is &PARTNERS buying or selling APUE?

Accepted Answer

In 2026-Q2, &PARTNERS decreased their APUE position (-1.9% change in shares).

Question 4

When did &PARTNERS first buy APUE?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in APUE in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	440,357	-1.9%	$20.6M	0.1%	$46.20	0
2026-Q1	Increased	448,666	+12.0%	$18M	0.1%	$41.75	32
2025-Q4	Increased	400,563	+75.6%	$16.7M	0.1%	$41.98	43
2025-Q3	Increased	228,095	+20.2%	$9.3M	0.1%	$40.30	33
2025-Q2	Decreased	189,711	-1.5%	$7.1M	0.1%	$37.06	0
2025-Q1	Increased	192,555	+46.0%	$6.5M	0.1%	$33.52	37
2024-Q4	Increased	131,896	+101.2%	$4.8M	0.1%	$35.62	43
2024-Q3	Increased	65,544	+969.4%	$2.3M	0.0%	$34.60	42
2024-Q2	New	6,129	-	$204,316	0.0%	$32.81	32

APUE9 quarters

APUE
9 quarters