Aspen Grove Capital, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1806027 AVON, CO

Position in APO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$275,425

+$16,708 QoQ

Shares Held

2,328

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#838

of 1,165 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Grove Capital, LLC holds $5,554,963 across 5 Asset Management names. APO ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCAP	Crescent Capital BDC, Inc.	319,072	$3,484,266
2	BX	Blackstone Inc.	11,175	$1,314,962
3	APO	Apollo Global Management, Inc. This page	2,328	$275,425
4	BLK	BlackRock, Inc.	279	$268,275
5	TPG	TPG Inc.	5,229	$212,035

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,425	2,328	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$258,717	2,322	-16.5%	Shares	Sole	2026-05-14
2025-12-31	$402,722	2,782	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$369,690	2,774	-20.7%	Shares	Sole	2025-11-14
2025-06-30	$496,261	3,498	+23.7%	Shares	Sole	2025-08-14
2025-03-31	$387,266	2,828	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.