Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$414,085
+$12,973 QoQ
Shares Held
3,500
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#741
of 1,165 holders
Holding Since
Jun 2022
16 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, 2026Stone Summit Wealth LLC holds $759,146 across 2 Asset Management names. APO ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
3,500 | $414,085 | |
| 2 | ARES |
Ares Management Corp
|
3,100 | $345,061 |
All Filings in APO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,085 | 3,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $401,112 | 3,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $550,088 | 3,800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $506,426 | 3,800 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $539,106 | 3,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $520,372 | 3,800 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $639,995 | 3,875 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $484,026 | 3,875 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $457,521 | 3,875 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $438,555 | 3,900 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $363,441 | 3,900 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $350,064 | 3,900 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $299,559 | 3,900 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $246,324 | 3,900 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $267,599 | 4,195 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $203,373 | 4,195 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||