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Equibles

Stonebridge Financial Planning Group, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1802494 ORLANDO, FL
Back to APO Full portfolio

Position in APO

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$414,085
+$24,115 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#741
of 1,171 holders
Holding Since
Dec 2021
17 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, 2026

Stonebridge Financial Planning Group, LLC holds $2,343,203 across 5 Asset Management names. APO ranks #3 (17.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 46,997 $870,854
2 MMT
Aberdeen Multi-Market Income Fund
 95,998 $422,391
3 APO
Apollo Global Management, Inc.
This page 		3,500 $414,085
4 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 13,000 $359,840
5 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 28,138 $276,033

All Filings in APO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $414,085 3,500
2026-03-31 $389,970 3,500
2025-12-31 $506,660 3,500
2025-09-30 $466,445 3,500
2025-06-30 $496,545 3,500
2025-03-31 $479,290 3,500
2024-12-31 $578,060 3,500
2024-09-30 $499,640 4,000
2024-06-30 $472,280 4,000
2024-03-31 $449,800 4,000
2023-12-31 $372,760 4,000
2023-09-30 $359,040 4,000
2023-06-30 $307,240 4,000
2023-03-31 $252,640 4,000
2022-12-31 $255,160 4,000
2022-03-31 $247,960 4,000
2021-12-31 $289,720 4,000