CVA Family Office, LLC

Family Office

Position in APO — Apollo Global Management, Inc.

CIK 1802084 DENVER, CO

Position in APO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$80,450

+$4,128 QoQ

Shares Held

680

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#962

of 1,165 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $2,139,708 across 34 Asset Management names. APO ranks #10 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	362	$348,084
2	NTRS	Northern Trust Corp	1,525	$265,106
3	AMP	Ameriprise Financial Inc	505	$231,673
4	BX	Blackstone Inc.	1,629	$191,684
5	PFG	Principal Financial Group Inc	1,302	$140,329
6	TROW	Price T Rowe Group Inc	1,202	$136,655
7	STT	State Street Corp	804	$136,358
8	RJF	Raymond James Financial Inc	733	$111,437

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,450	680	-0.7%	Shares	Sole	2026-08-07
2026-03-31	$76,322	685	-2.1%	Shares	Sole	2026-04-29
2025-12-31	$101,332	700	+25.4%	Shares	Sole	2026-01-12
2025-09-30	$74,364	558	+1.5%	Shares	Sole	2025-10-30
2025-06-30	$78,028	550	+3.0%	Shares	Sole	2025-07-31
2025-03-31	$73,125	534	+19.7%	Shares	Sole	2025-04-16
2024-12-31	$73,661	446	+19.3%	Shares	Sole	2025-01-07
2024-09-30	$46,716	374	+2.7%	Shares	Sole	2024-10-10
2024-06-30	$42,977	364	-1.4%	Shares	Sole	2024-07-10
2024-03-31	$41,494	369	+1.4%	Shares	Sole	2024-04-10
2023-12-31	$33,921	364	0.0%	Shares	Sole	2024-01-16
2023-06-30	$27,958	364	0.0%	Shares	Sole	2023-07-10
2023-03-31	$22,990	364	-26.8%	Shares	Sole	2023-04-27
2022-12-31	$31,703	497	+40.0%	Shares	Sole	2023-02-22
2022-09-30	$16,507	355	0.0%	Shares	Sole	2022-11-22
2022-06-30	$17,210	355	-45.4%	Shares	Sole	2022-07-11
2022-03-31	$40,293	650	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.