Athena Wealth Management, LLC

Position in APO — Apollo Global Management, Inc.

CIK 2128243 RENO, NV

Position in APO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$727,961

+$58,550 QoQ

Shares Held

6,153

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#622

of 1,165 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Athena Wealth Management, LLC holds $1,311,829 across 3 Asset Management names. APO ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	6,153	$727,961
2	KKR	KKR & Co. Inc.	3,278	$300,854
3	MUC	Blackrock Muniholdings California Quality Fund, Inc.	25,752	$283,014

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,961	6,153	+2.4%	Shares	Sole	2026-07-21
2026-03-31	$669,411	6,008	+56.9%	Shares	Sole	2026-04-17
2025-12-31	$554,286	3,829	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.