Wealth Preservation Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,471,184
+$413,586 QoQ
Shares Held
12,435
+31.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#494
of 1,165 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $4,589,918 across 5 Asset Management names. APO ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBDC |
Blue Owl Capital Corp
|
172,626 | $1,876,444 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
12,435 | $1,471,184 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
15,061 | $530,448 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,975 | $456,605 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
13,693 | $255,237 |
All Filings in APO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,184 | 12,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,057,598 | 9,492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,516 | 1,848 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $231,090 | 1,734 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,002 | 1,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $139,541 | 1,019 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||