INDEPENDENT FINANCIAL GROUP, LLC
Position in APO — Apollo Global Management, Inc.
CIK 275484
SAN DIEGO, CA
Position in APO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,313,359
+$385,119 QoQ
Shares Held
11,101
+33.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#516
of 1,165 holders
Holding Since
Mar 2022
16 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. APO ranks #30 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,359 | 11,101 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $928,240 | 8,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,342,793 | 9,276 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,331,234 | 9,989 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,158,126 | 15,212 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $844,098 | 6,164 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $7,952,784 | 48,152 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $631,295 | 5,054 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $507,464 | 4,298 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $483,984 | 4,304 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $401,089 | 4,304 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $386,327 | 4,304 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $265,301 | 3,454 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $237,102 | 3,754 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $260,390 | 4,082 | Shares | Sole | 2026-06-15 | |
| 2022-03-31 | $299,969 | 4,839 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||