M3 Advisory Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2014826
NEEDHAM HEIGHTS, MA
Position in APO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$243,955
+$17,439 QoQ
Shares Held
2,062
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#874
of 1,165 holders
Holding Since
Jun 2024
9 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, 2026M3 Advisory Group, LLC holds $1,371,328 across 4 Asset Management names. APO ranks #3 (17.8% of the industry book) .
All Filings in APO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,955 | 2,062 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $226,516 | 2,033 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $289,085 | 1,997 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $262,941 | 1,973 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $274,802 | 1,937 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $266,074 | 1,943 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $319,914 | 1,937 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $241,950 | 1,937 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $371,094 | 3,143 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||