Cornerstone Planning Group LLC

Position in APO — Apollo Global Management, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in APO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$63,509

-$17,267 QoQ

Shares Held

570

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cornerstone Planning Group LLC holds $1,058,542 across 35 Asset Management names. APO ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	522	$231,976
2	BLK	BlackRock, Inc.	138	$132,715
3	KKR	KKR & Co. Inc.	1,040	$96,200
4	EQH	Equitable Holdings, Inc.	2,042	$75,778
5	APO	Apollo Global Management, Inc. This page	570	$63,509
6	EOS	Eaton Vance Enhanced Equity Income Fund II	2,715	$55,548
7	RJF	Raymond James Financial Inc	347	$50,242
8	NZF	Nuveen Municipal Credit Income Fund	3,445	$41,960

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.