Position in APO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$445,680
-$133,360 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026BigSur Wealth Management LLC holds $8,114,755 across 4 Asset Management names.
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $445,680 | 4,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $579,040 | 4,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $533,080 | 4,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $425,610 | 3,000 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||