Position in APO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$416,569
+$24,260 QoQ
Shares Held
3,521
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#739
of 1,169 holders
Holding Since
Mar 2024
10 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, 2026Tempus Wealth Planning, LLC holds $3,632,862 across 7 Asset Management names. APO ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
39,005 | $924,808 | |
| 2 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
100,000 | $856,000 | |
| 3 | ARCC |
Ares Capital Corp
|
38,642 | $716,036 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
3,521 | $416,569 | |
| 5 | CCD |
Calamos Dynamic Convertible & Income Fund
|
13,719 | $353,538 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
23,657 | $259,990 | |
| 7 | PHK |
Pimco High Income Fund
|
22,730 | $105,921 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,569 | 3,521 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $392,309 | 3,521 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $509,699 | 3,521 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $536,411 | 4,025 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $612,169 | 4,315 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $573,778 | 4,190 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $692,020 | 4,190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $818,160 | 6,550 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $873,718 | 7,400 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $877,110 | 7,800 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||