ZACKS INVESTMENT MANAGEMENT
Holdings in APAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,254,918 | 55,349 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,633,684 | 60,684 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,295,943 | 29,234 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $1,175,006 | 27,294 | Shares | Sole | 2025-02-13 |
| 2024-06-30 | $1,916,620 | 46,441 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,119,379 | 46,305 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,753,283 | 39,685 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,515,397 | 40,497 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,584,625 | 40,311 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,173,442 | 36,693 | Shares | Sole | 2023-05-15 |
| 2021-03-31 | $813,069 | 15,585 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $849,990 | 16,885 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $453,882 | 11,641 | Shares | Sole | 2020-11-16 |
| 2020-03-31 | $992,859 | 46,201 | Shares | Sole | 2020-05-15 |