Concurrent Investment Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2001015
Tampa, FL
Position in APO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,354,410
-$813,085 QoQ
Shares Held
30,106
+4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Jun 30, 2025CallValue
$14,187
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. APO ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
120,926 | $13,905,280 | |
| 2 | DHIL |
DIAMOND HILL INVESTMENT GROUP INC
|
67,616 | $11,636,713 | |
| 3 | BLK |
BlackRock, Inc.
|
8,668 | $8,336,102 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
117,448 | $5,604,618 | |
| 5 | RJF |
Raymond James Financial Inc
|
26,665 | $3,860,824 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
30,106 | $3,354,410 | |
| 7 | KKR |
KKR & Co. Inc.
|
35,989 | $3,328,982 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
275,478 | $2,515,113 |
All Filings in APO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,354,410 | 30,106 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,167,495 | 28,789 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,814,529 | 21,119 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,827,043 | 19,927 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $14,187 | 100 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $13,694 | 100 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $2,617,881 | 19,117 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,516 | 100 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $3,030,851 | 18,351 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,413,635 | 19,323 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,241,677 | 18,986 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||