PUREfi Wealth, LLC

Position in APO — Apollo Global Management, Inc.

CIK 2001520 BOSTON, MA

Position in APO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$868,513

+$525,563 QoQ

Shares Held

7,341

+138.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#584

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

PUREfi Wealth, LLC holds $2,014,193 across 4 Asset Management names. APO ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	7,341	$868,513
2	BLK	BlackRock, Inc.	571	$549,050
3	VCTR	Victory Capital Holdings, Inc.	5,000	$420,300
4	OWL	Blue Owl Capital Inc.	20,152	$176,330

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,513	7,341	+138.5%	Shares	Sole	2026-07-27
2026-03-31	$342,950	3,078	+71.1%	Shares	Sole	2026-04-28
2025-12-31	$260,423	1,799	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.