Position in APO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$738,372
+$62,387 QoQ
Shares Held
6,241
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#614
of 1,162 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $6,759,451 across 12 Asset Management names. APO ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
9,282 | $1,574,227 | |
| 2 | TROW |
Price T Rowe Group Inc
|
8,864 | $1,007,748 | |
| 3 | BLK |
BlackRock, Inc.
|
887 | $852,903 | |
| 4 | APO |
Apollo Global Management, Inc.
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|
6,241 | $738,372 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,473 | $589,879 | |
| 6 | BX |
Blackstone Inc.
|
4,551 | $535,516 | |
| 7 | ARCC |
Ares Capital Corp
|
18,231 | $337,820 | |
| 8 | AMP |
Ameriprise Financial Inc
|
606 | $278,008 |
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,372 | 6,241 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $675,985 | 6,067 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,501 | 1,765 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $209,100 | 1,569 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $207,839 | 1,465 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||