Regent Peak Wealth Advisors LLC
Position in APO — Apollo Global Management, Inc.
CIK 1803329
ATLANTA, GA
Position in APO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$558,304
+$37,750 QoQ
Shares Held
4,719
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#678
of 1,165 holders
Holding Since
Jun 2024
8 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, 2026Regent Peak Wealth Advisors LLC holds $5,424,308 across 4 Asset Management names. APO ranks #2 (10.3% of the industry book) .
All Filings in APO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,304 | 4,719 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $520,554 | 4,672 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $672,699 | 4,647 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,178,240 | 8,841 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $616,093 | 4,499 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $723,565 | 4,381 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $542,359 | 4,342 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $506,992 | 4,294 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||