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Wellington-affiliates report 564,326 APGE shares (APGE) ownership update

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Apogee Therapeutics filed a Schedule 13G/A reporting that Wellington Management-affiliated entities beneficially own 564,326 shares of Common Stock, representing 0.91% of the class as of 06/30/2026. The filing lists shared voting power of 452,388 and shared dispositive power of 564,326 across related Wellington entities.

The ownership is held of record by clients of Wellington Investment Advisers and is reported by Wellington Management Group LLP and related holding entities.

Positive

  • None.

Negative

  • None.
Beneficial ownership 564,326 shares amount beneficially owned reported on Schedule 13G/A
Percent of class 0.91% percent of class reported as of 06/30/2026
Shared voting power 452,388 shares shared voting power reported on cover pages
Reporting date 06/30/2026 date tied to the Schedule 13G/A disclosure
CUSIP 03770N101 Apogee Therapeutics Common Stock CUSIP
Beneficially owned regulatory
"The securities as to which this Schedule is filed are owned of record by clients"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive power financial
"Shared Dispositive Power 564,326.00"
Parent holding company regulatory
"Wellington Management Group LLP, as parent holding company of certain holding companies"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does the APGE Schedule 13G/A filed by Wellington Management report?

It reports beneficial ownership of 564,326 shares (0.91%) as of 06/30/2026. The filing shows shared voting power of 452,388 and shared dispositive power of 564,326 held through Wellington affiliates and record ownership by clients of Wellington Investment Advisers.

Who is listed as the filer on the APGE Schedule 13G/A?

The filers are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. The cover responses show these related entities report shared voting and dispositive powers and that record ownership is held by clients of Wellington Investment Advisers.

Does the filing indicate any single client owns more than 5% of APGE?

No client is identified as owning more than 5%. The filing states clients of the Wellington advisers own the securities of record and affirms that no known client has rights to proceeds or dividends for more than five percent of the class.

What voting and dispositive powers are reported by Wellington for APGE shares?

Wellington reports shared voting power of 452,388 shares and shared dispositive power of 564,326 shares. The filing shows no sole voting or dispositive power and attributes record ownership to clients of the Wellington Investment Advisers structure.





03770N101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:07/08/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:07/08/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:07/08/2026