Independent Advisor Alliance

Position in APO — Apollo Global Management, Inc.

CIK 1696899 CHARLOTTE, NC

Position in APO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$248,213

+$5,095 QoQ

Shares Held

2,098

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#868

of 1,165 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $31,488,625 across 23 Asset Management names. APO ranks #18 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	49,489	$5,823,370
2	BLK	BlackRock, Inc.	4,706	$4,525,100
3	TROW	Price T Rowe Group Inc	32,281	$3,670,026
4	STT	State Street Corp	18,932	$3,210,866
5	ARCC	Ares Capital Corp	164,459	$3,047,424
6	AMP	Ameriprise Financial Inc	5,035	$2,309,856
7	PFLT	PennantPark Floating Rate Capital Ltd.	271,050	$2,027,454
8	OCSL	Oaktree Specialty Lending Corp	112,168	$1,339,285

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,213	2,098	-3.8%	Shares	Sole	2026-08-12
2026-03-31	$243,118	2,182	-22.9%	Shares	Sole	2026-05-12
2025-12-31	$409,525	2,829	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$382,084	2,867	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$393,688	2,775	-22.4%	Shares	Sole	2025-08-11
2025-03-31	$489,423	3,574	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$567,819	3,438	+78.0%	Shares	Sole	2025-02-07
2024-09-30	$241,325	1,932	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$232,125	1,966	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.