Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$471,820
+$27,478 QoQ
Shares Held
3,988
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#711
of 1,165 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ELEMENT POINTE ADVISORS, LLC holds $2,207,577 across 3 Asset Management names. APO ranks #3 (21.4% of the industry book) .
All Filings in APO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,820 | 3,988 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $444,342 | 3,988 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $577,302 | 3,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $635,564 | 4,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $676,578 | 4,769 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $653,066 | 4,769 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $804,824 | 4,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,686 | 4,873 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $582,557 | 4,934 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $554,828 | 4,934 | Shares | Sole | 2024-08-21 | |
| 2023-12-31 | $459,799 | 4,934 | Shares | Sole | 2024-08-21 | |
| 2023-09-30 | $442,875 | 4,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $378,980 | 4,934 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $311,631 | 4,934 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $314,739 | 4,934 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||