Stonebridge Financial Planning Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1802494
ORLANDO, FL
Position in APO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$389,970
-$116,690 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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 Mar 31, 2026Stonebridge Financial Planning Group, LLC holds $2,739,391 across 5 Asset Management names. APO ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
81,975 | $1,477,189 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
3,500 | $389,970 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
13,000 | $319,150 | |
| 4 | MCR |
Mfs Charter Income Trust
|
51,149 | $309,962 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
28,074 | $243,120 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,970 | 3,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $506,660 | 3,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $466,445 | 3,500 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $496,545 | 3,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $479,290 | 3,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $578,060 | 3,500 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $499,640 | 4,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $472,280 | 4,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $449,800 | 4,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $372,760 | 4,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $359,040 | 4,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $307,240 | 4,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $252,640 | 4,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $255,160 | 4,000 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $247,960 | 4,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $289,720 | 4,000 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||