Harbor Asset Planning, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 2077050
BELMONT, MA
Position in APO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$85,893
+$5,003 QoQ
Shares Held
726
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#958
of 1,165 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $281,187 across 4 Asset Management names. APO ranks #2 (30.5% of the industry book) .
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,893 | 726 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $80,890 | 726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $105,095 | 726 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $96,754 | 726 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $102,997 | 726 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||