BAKER TILLY WEALTH MANAGEMENT, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1840565
MADISON, WI
Position in APO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,254,440
+$42,525 QoQ
Shares Held
10,603
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#527
of 1,162 holders
Holding Since
Jun 2022
17 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. APO ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in APO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,440 | 10,603 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,211,915 | 10,877 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $817,459 | 5,647 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $751,909 | 5,642 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $792,343 | 5,585 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $790,143 | 5,770 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $922,914 | 5,588 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,000,903 | 8,013 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $808,897 | 6,851 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $862,154 | 7,667 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $847,749 | 9,097 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,076,850 | 11,997 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,224,253 | 41,977 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,460,082 | 38,950 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,383,003 | 37,357 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,421,505 | 30,570 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,503,510 | 31,013 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||