Compass Ion Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1621100
CONSHOHOCKEN, PA
Position in APO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$587,172
+$33,639 QoQ
Shares Held
4,963
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#671
of 1,165 holders
Holding Since
Mar 2024
10 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, 2026Compass Ion Advisors, LLC holds $5,515,399 across 5 Asset Management names. APO ranks #3 (10.6% of the industry book) .
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,172 | 4,963 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $553,533 | 4,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $716,851 | 4,952 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $659,819 | 4,951 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $702,540 | 4,952 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $678,537 | 4,955 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $816,220 | 4,942 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $617,305 | 4,942 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $584,682 | 4,952 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $556,852 | 4,952 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||