Position in APO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$147,059
-$4,917 QoQ
Shares Held
1,243
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#935
of 1,165 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. APO ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,059 | 1,243 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $151,976 | 1,364 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $208,309 | 1,439 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $427,263 | 3,206 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $422,488 | 2,978 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $171,448 | 1,252 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $202,486 | 1,226 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $152,764 | 1,223 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $153,136 | 1,297 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $139,213 | 1,238 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $123,849 | 1,329 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $119,201 | 1,328 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $102,387 | 1,333 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $84,760 | 1,342 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $78,142 | 1,225 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $47,151 | 1,014 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $53,958 | 1,113 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||