ATX Financial Planning, LLC

Position in APO — Apollo Global Management, Inc.

CIK 2111013 AUSTIN, TX

Position in APO

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$929,798

+$50,249 QoQ

Shares Held

7,859

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.91%

of 13F equity value

Holder Rank

#573

of 1,165 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

ATX Financial Planning, LLC holds $2,387,599 across 3 Asset Management names. APO ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	7,859	$929,798
2	BX	Blackstone Inc.	7,383	$868,757
3	KKR	KKR & Co. Inc.	6,418	$589,044

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$929,798	7,859	-0.4%	Shares	Sole	2026-08-20
2026-03-31	$879,549	7,894	-2.0%	Shares	Sole	2026-04-30
2025-12-31	$1,166,186	8,056	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.