Legacy Capital Wealth Partners, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1766228
LITTLE ROCK, AR
Position in APO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$574,513
+$64,098 QoQ
Shares Held
4,856
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#673
of 1,165 holders
Holding Since
Mar 2023
13 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, 2026Legacy Capital Wealth Partners, LLC holds $22,267,925 across 16 Asset Management names. APO ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRIN |
Trinity Capital Inc.
|
107,991 | $1,931,958 | |
| 2 | CSWC |
Capital Southwest Corp
|
74,653 | $1,774,501 | |
| 3 | GAIN |
Gladstone Investment Corporation\De
|
113,833 | $1,759,858 | |
| 4 | GLAD |
Gladstone Capital Corp
|
89,112 | $1,730,555 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
158,296 | $1,720,677 | |
| 6 | MAIN |
Main Street Capital CORP
|
33,016 | $1,712,870 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
108,546 | $1,711,770 | |
| 8 | MSDL |
Morgan Stanley Direct Lending Fund
|
110,870 | $1,676,354 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,513 | 4,856 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $510,415 | 4,581 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,718 | 2,630 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $357,430 | 2,682 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $418,800 | 2,952 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $438,481 | 3,202 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $630,911 | 3,820 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $709,238 | 5,678 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,811,311 | 15,341 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $2,694,682 | 28,916 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,583,129 | 39,919 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,633,968 | 34,292 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $449,383 | 7,115 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||