Williams Jones Wealth Management, LLC.
Holdings in APO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $119,916,433 | 828,381 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $128,737,220 | 965,988 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $127,187,164 | 896,505 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $120,750,816 | 881,779 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $119,834,150 | 725,564 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $92,620,515 | 741,498 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $85,584,810 | 724,865 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $77,414,853 | 688,438 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $54,375,153 | 583,487 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $46,406,009 | 517,001 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $37,274,894 | 485,287 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $28,511,371 | 451,415 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $20,874,065 | 327,231 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $14,642,524 | 314,893 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $14,906,872 | 307,485 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $20,329,496 | 327,948 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $23,396,773 | 323,026 | Shares | Sole | 2022-02-14 |