Position in APO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$100,835
-$29,014 QoQ
Shares Held
905
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bogart Wealth, LLC holds $10,246,101 across 54 Asset Management names. APO ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,718 | $8,384,187 | |
| 2 | BX |
Blackstone Inc.
|
3,089 | $355,204 | |
| 3 | KKR |
KKR & Co. Inc.
|
1,810 | $167,425 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
6,200 | $151,218 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
6,605 | $138,837 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
4,184 | $112,675 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
905 | $100,835 | |
| 8 | CG |
Carlyle Group Inc.
|
1,602 | $77,520 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,835 | 905 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $129,849 | 897 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $117,011 | 878 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $103,281 | 728 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $99,555 | 727 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $119,245 | 722 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $90,185 | 722 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $85,246 | 722 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $81,188 | 722 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $67,283 | 722 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $68,666 | 765 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $71,356 | 929 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $54,633 | 865 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $48,225 | 756 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $29,899 | 643 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,172 | 643 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,665 | 43 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||