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Advanced Portfolio Management, LLC Historic Performance

Advanced Portfolio Management, LLC historic performance

How the stocks Advanced Portfolio Management, LLC reported on each of its 12 quarterly Form 13F-HR filings since 2023-03-31 moved over the 3, 6 and 12 months after each quarter end; 9 of those quarters have prices here so far; the closes on disk start 2013-01-02.

  • Q4 2025: 3 months +0.73%; 6 months +5.42%; 12 months —.
  • Q3 2025: 3 months +1.40%; 6 months -0.72%; 12 months —.
  • Q2 2025: 3 months +4.85%; 6 months +9.24%; 12 months +20.26%.
  • Q1 2025: 3 months +11.44%; 6 months +21.49%; 12 months +32.37%.
Quarter3 months6 months12 months
Q4 2025
holdings 2025-12-31 · 13F-HR filed 2026-02-17
+0.73%+5.42%—
ends 2026-12-31
Q3 2025
holdings 2025-09-30 · 13F-HR filed 2025-11-14
+1.40%-0.72%—
ends 2026-09-30
Q2 2025
holdings 2025-06-30 · 13F-HR filed 2025-08-13
+4.85%+9.24%+20.26%
Q1 2025
holdings 2025-03-31 · 13F-HR filed 2025-05-14
+11.44%+21.49%+32.37%
Q4 2024
holdings 2024-12-31 · 13F-HR filed 2025-02-14
+1.68%+10.75%+27.36%
Q3 2024
holdings 2024-09-30 · 13F-HR filed 2024-11-13
+1.97%-3.76%+17.72%
Q2 2024
holdings 2024-06-30 · 13F-HR filed 2024-08-14
+6.25%+4.95%+13.63%
Q1 2024
holdings 2024-03-31 · 13F-HR filed 2024-05-15
+1.10%+8.69%+5.77%
Q4 2023
holdings 2023-12-31 · 13F-HR filed 2024-02-14
+8.53%+8.84%+12.31%
Q3 2023
holdings 2023-09-30 · 13F-HR filed 2023-11-14
holdings for this quarter are not on disk yet
Q2 2023
holdings 2023-06-30 · 13F-HR filed 2023-08-15
holdings for this quarter are not on disk yet
Q1 2023
holdings 2023-03-31 · 13F-HR filed 2023-05-19
holdings for this quarter are not on disk yet

Each row is the share positions in stocks (USA and Foreign) the firm reported on Form 13F at that quarter end, one line per ticker, and how their share prices moved over the 3, 6 and 12 months after it, as the plain average of those stocks. Price only; dividends are not included yet. A stock that split is restated by the ratio in its own Form 8-K; one with no close within ten days of both ends, or an unexplained price jump, is left out. This is how the reported holdings moved, not the firm's own return: positions change between filings, and options, bonds and short positions are not in it. A dash marks a window that has not ended yet. A quarter whose holdings or closes are not on disk yet says so; the closes held here start at 2013-01-02.

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