Moss Adams Wealth Advisors LLC
Position in APO — Apollo Global Management, Inc.
CIK 1661245
SEATTLE, WA
Position in APO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$285,600
+$39,808 QoQ
Shares Held
2,414
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#830
of 1,165 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,779,032 across 5 Asset Management names. APO ranks #3 (16.1% of the industry book) .
All Filings in APO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,600 | 2,414 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $245,792 | 2,206 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $412,855 | 2,852 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $413,136 | 3,100 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $434,830 | 3,065 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $340,158 | 2,484 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $397,374 | 2,406 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $294,537 | 2,358 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $236,257 | 2,001 | Shares | Other | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||