Whalen Wealth Management Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1894447
LAS VEGAS, NV
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$413,848
-$64,004 QoQ
Shares Held
3,498
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#742
of 1,165 holders
Holding Since
Mar 2025
5 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, 2026Whalen Wealth Management Inc. holds $669,328 across 3 Asset Management names. APO ranks #1 (61.8% of the industry book) .
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,848 | 3,498 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $477,852 | 3,301 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $699,001 | 5,245 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $250,116 | 1,763 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $429,443 | 3,136 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||