Richard W. Paul & Associates, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1964203 NOVI, MI

Position in APO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,084,547

+$187,616 QoQ

Shares Held

9,167

+13.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#548

of 1,165 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Richard W. Paul & Associates, LLC holds $1,097,274 across 3 Asset Management names. APO ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	9,167	$1,084,547
2	PFG	Principal Financial Group Inc	117	$12,610
3	BX	Blackstone Inc.	1	$117

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,084,547	9,167	+13.9%	Shares	Sole	2026-08-10
2026-03-31	$896,931	8,050	+6.1%	Shares	Sole	2026-05-13
2025-12-31	$1,097,859	7,584	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.