Topsail Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2056627
CHARLOTTE, NC
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$318,017
+$16,404 QoQ
Shares Held
2,688
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#803
of 1,165 holders
Holding Since
Sep 2025
4 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, 2026Topsail Wealth Management, LLC holds $1,257,450 across 3 Asset Management names. APO ranks #3 (25.3% of the industry book) .
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,017 | 2,688 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $301,613 | 2,707 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $393,168 | 2,716 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $363,560 | 2,728 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||