Position in APO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,656,364
-$1,003,313 QoQ
Shares Held
23,841
-5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Accuvest Global Advisors holds $6,039,506 across 5 Asset Management names. APO ranks #1 (44.0% of the industry book) .
All Filings in APO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,656,364 | 23,841 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,659,677 | 25,281 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,812,246 | 36,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,664,118 | 32,876 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,364,204 | 24,567 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,699,584 | 22,400 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,663,015 | 37,331 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,496,288 | 29,612 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,737,500 | 33,237 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,097,356 | 33,237 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,805,342 | 20,113 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $909,891 | 11,846 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,010 | 5,035 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||