Broadway Wealth Solutions, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 2021265
San Antonio, TX
Position in APO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$332,031
-$13,655 QoQ
Shares Held
2,980
+24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Broadway Wealth Solutions, Inc. holds $65,560 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMT |
Aberdeen Multi-Market Income Fund
|
14,900 | $65,560 |
All Filings in APO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,031 | 2,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $345,686 | 2,388 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,654 | 2,301 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $307,716 | 2,169 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $267,443 | 1,953 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $343,697 | 2,081 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||