Valued Retirements, Inc.
PensionPosition in APO — Apollo Global Management, Inc.
CIK 2044874
HOUSTON, TX
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$425,561
+$24,784 QoQ
Shares Held
3,597
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#734
of 1,165 holders
Holding Since
Dec 2023
11 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, 2026Valued Retirements, Inc. holds $5,304,132 across 3 Asset Management names. APO ranks #2 (8.0% of the industry book) .
All Filings in APO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,561 | 3,597 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $400,777 | 3,597 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $520,701 | 3,597 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $479,372 | 3,597 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $510,306 | 3,597 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $492,573 | 3,597 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $594,080 | 3,597 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $449,301 | 3,597 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $424,697 | 3,597 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $404,482 | 3,597 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $335,204 | 3,597 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||