Cornerstone Planning Group LLC

Position in APO — Apollo Global Management, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in APO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$70,276

+$6,767 QoQ

Shares Held

594

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#973

of 1,169 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. APO ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	515	$236,261
2	BLK	BlackRock, Inc.	132	$126,925
3	KKR	KKR & Co. Inc.	1,032	$94,716
4	EQH	Equitable Holdings, Inc.	1,693	$74,288
5	APO	Apollo Global Management, Inc. This page	594	$70,276
6	EOS	Eaton Vance Enhanced Equity Income Fund II	2,751	$60,632
7	RJF	Raymond James Financial Inc	314	$47,737
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund	3,729	$43,778

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,276	594	+4.2%	Shares	Sole	2026-07-29
2026-03-31	$63,509	570	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$80,776	558	+1.3%	Shares	Sole	2026-02-02
2025-09-30	$73,431	551	-7.6%	Shares	Sole	2025-11-04
2025-06-30	$84,554	596	-3.1%	Shares	Sole	2025-08-11
2025-03-31	$84,218	615	+12.6%	Shares	Sole	2025-04-30
2024-12-31	$90,177	546	-7.8%	Shares	Sole	2025-01-29
2024-09-30	$73,946	592	-2.8%	Shares	Sole	2024-11-05
2024-06-30	$71,904	609	-5.1%	Shares	Sole	2024-08-13
2024-03-31	$72,192	642	+0.8%	Shares	Sole	2024-05-07
2023-12-31	$59,362	637	-9.8%	Shares	Sole	2024-02-12
2023-09-30	$63,370	706	-7.0%	Shares	Sole	2023-11-08
2023-06-30	$58,298	759	-34.2%	Shares	Sole	2023-08-15
2022-12-31	$73,549	1,153	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.