Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$206,450
-$114,193 QoQ
Shares Held
1,745
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#913
of 1,165 holders
Holding Since
Sep 2023
11 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, 2026CFM WEALTH PARTNERS LLC holds $4,096,591 across 4 Asset Management names. APO ranks #4 (5.0% of the industry book) .
All Filings in APO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,450 | 1,745 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $320,643 | 2,215 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $294,926 | 2,213 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $313,816 | 2,212 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $302,637 | 2,210 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $364,673 | 2,208 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $275,676 | 2,207 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $371,448 | 3,146 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $353,767 | 3,146 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $293,175 | 3,146 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $282,384 | 3,146 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||