Institute for Wealth Management, LLC.
Position in APO — Apollo Global Management, Inc.
CIK 1533954
DENVER, CO
Position in APO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$486,793
-$98,471 QoQ
Shares Held
4,369
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. APO ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
17,494 | $2,011,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,779 | $904,557 | |
| 3 | CET |
Central Securities Corp
|
16,394 | $814,126 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
34,270 | $811,856 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
59,277 | $636,634 | |
| 6 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,756 | $588,229 | |
| 7 | USA |
Liberty All Star Equity Fund
|
89,063 | $494,299 | |
| 8 | APO |
Apollo Global Management, Inc.
This page
|
4,369 | $486,793 |
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,793 | 4,369 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $585,264 | 4,043 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $820,410 | 6,156 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $874,202 | 6,162 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,042,524 | 7,613 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||