Position in APO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$200,556
-$60,012 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Perennial Advisors, LLC holds $15,397,249 across 6 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 | $200,556 | 1,800 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $260,568 | 1,800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $239,886 | 1,800 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $255,366 | 1,800 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||