Position in APO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$664,783
+$157,488 QoQ
Shares Held
5,619
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#647
of 1,165 holders
Holding Since
Mar 2026
2 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, 2026VIAWEALTH, LLC holds $2,151,554 across 3 Asset Management names. APO ranks #2 (30.9% of the industry book) .
All Filings in APO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,783 | 5,619 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $507,295 | 4,553 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||