Mowery & Schoenfeld Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in APO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,177
+$3,679 QoQ
Shares Held
534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#975
of 1,165 holders
Holding Since
Jun 2024
9 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $995,636 across 4 Asset Management names. APO ranks #3 (6.3% of the industry book) .
All Filings in APO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,177 | 534 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $59,498 | 534 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $78,749 | 544 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $71,166 | 534 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $75,758 | 534 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $73,125 | 534 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $88,195 | 534 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,701 | 534 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $63,049 | 534 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||