Dynasty Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$477,617
+$58,344 QoQ
Shares Held
4,037
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#705
of 1,165 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $985,277 across 3 Asset Management names. APO ranks #1 (48.5% of the industry book) .
All Filings in APO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,617 | 4,037 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $419,273 | 3,763 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $761,292 | 5,259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $598,782 | 4,493 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $669,484 | 4,719 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $692,231 | 5,055 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||