Trust For Professional Man shares owned by BFC Planning
Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in Trust For Professional Man
Tip: Access up to 7 years of quarterly data
All positions including Trust For Professional Man held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trust For Professional Man by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.3M | 93k | 46.20 |
| 2026-03-31 | $3.0M | 74k | 40.08 |
| 2025-12-31 | $2.5M | 59k | 41.67 |
| 2025-09-30 | $1.5M | 37k | 40.78 |
| 2025-06-30 | $1.2M | 32k | 37.60 |
| 2025-03-31 | $612k | 18k | 33.98 |
| 2024-12-31 | $463k | 13k | 35.76 |