Shepherd Financial Partners LLC
Position in APO — Apollo Global Management, Inc.
CIK 1696628
WINCHESTER, MA
Position in APO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$241,707
-$70,491 QoQ
Shares Held
2,043
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#876
of 1,165 holders
Holding Since
Jun 2023
13 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, 2026Shepherd Financial Partners LLC holds $8,996,684 across 5 Asset Management names. APO ranks #5 (2.7% of the industry book) .
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,707 | 2,043 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $312,198 | 2,802 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $806,892 | 5,574 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $745,645 | 5,595 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $793,478 | 5,593 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $746,870 | 5,454 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $741,898 | 4,492 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $488,148 | 3,908 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $461,417 | 3,908 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $439,454 | 3,908 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $363,441 | 3,900 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $368,016 | 4,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $314,921 | 4,100 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||