Westover Capital Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1483467
WILMINGTON, DE
Position in APO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$749,257
+$28,927 QoQ
Shares Held
6,333
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#613
of 1,165 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westover Capital Advisors, LLC holds $3,364,170 across 5 Asset Management names. APO ranks #2 (22.3% of the industry book) .
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,257 | 6,333 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $720,330 | 6,465 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $751,883 | 5,194 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $692,204 | 5,194 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $745,384 | 5,254 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,024,384 | 14,783 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,578,434 | 9,557 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,206,630 | 9,660 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,237,609 | 10,482 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $925,238 | 8,228 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $655,684 | 7,036 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $427,437 | 4,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $276,516 | 3,600 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $227,376 | 3,600 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $229,644 | 3,600 | Shares | Sole | 2023-05-18 | |
| No filing history on record for this holder in this stock. | ||||||