Belpointe Asset Management LLC
Position in APO — Apollo Global Management, Inc.
CIK 1721242
RENO, NV
Position in APO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,404,576
+$1,092,045 QoQ
Shares Held
11,872
+348.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#503
of 1,165 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $37,857,051 across 42 Asset Management names. APO ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KWY |
KINGSWAY Corp
|
358,511 | $3,735,684 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
196,824 | $3,714,068 | |
| 3 | BX |
Blackstone Inc.
|
29,937 | $3,522,686 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
111,255 | $3,356,563 | |
| 5 | INV |
Innventure, Inc.
|
497,066 | $2,520,124 | |
| 6 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
163,917 | $2,166,982 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
46,290 | $1,862,246 | |
| 8 | BLK |
BlackRock, Inc.
|
1,872 | $1,800,040 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,576 | 11,872 | Shares | Other | 2026-07-31 | |
| 2024-06-30 | $312,531 | 2,647 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $414,153 | 3,683 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $878,968 | 9,432 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $931,260 | 10,375 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $407,129 | 6,446 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $501,325 | 7,859 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $483,135 | 10,390 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,401 | 5,887 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $427,235 | 6,892 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||