Sarver Vrooman Wealth Advisors
Position in APO — Apollo Global Management, Inc.
CIK 2076215
KANSAS CITY, MO
Position in APO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$39,988
+$1,326 QoQ
Shares Held
338
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#992
of 1,165 holders
Holding Since
Mar 2025
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, 2026Sarver Vrooman Wealth Advisors holds $167,903 across 3 Asset Management names. APO ranks #3 (23.8% of the industry book) .
All Filings in APO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,988 | 338 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $38,662 | 347 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $41,690 | 288 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $61,570 | 462 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,543 | 462 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $83,122 | 607 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||