Colonial River Investments, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1845859 MIDLOTHIAN, VA

Position in APO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$453,127

-$44,586 QoQ

Shares Held

3,830

-14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#718

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

Colonial River Investments, LLC holds $1,180,955 across 4 Asset Management names. APO ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	3,830	$453,127
2	BX	Blackstone Inc.	2,737	$322,062
3	MAIN	Main Street Capital CORP	4,211	$218,466
4	HTGC	Hercules Capital, Inc.	11,877	$187,300

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,127	3,830	-14.3%	Shares	Sole	2026-07-24
2026-03-31	$497,713	4,467	+6.5%	Shares	Sole	2026-04-27
2025-12-31	$606,978	4,193	+6.9%	Shares	Sole	2026-02-04
2025-09-30	$522,951	3,924	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$560,102	3,948	+10.8%	Shares	Sole	2025-07-15
2025-03-31	$487,917	3,563	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.