Position in APO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,484
+$12,374 QoQ
Shares Held
1,796
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#907
of 1,165 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $1,362,107 across 4 Asset Management names. APO ranks #4 (15.6% of the industry book) .
All Filings in APO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,484 | 1,796 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $200,110 | 1,796 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $259,988 | 1,796 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $319,314 | 2,396 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $339,920 | 2,396 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $328,108 | 2,396 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $247,079 | 1,496 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $199,856 | 1,600 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $188,912 | 1,600 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $179,920 | 1,600 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $149,104 | 1,600 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $143,616 | 1,600 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $122,896 | 1,600 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $101,056 | 1,600 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $102,064 | 1,600 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $74,400 | 1,600 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||