VAUGHAN & Co SECURITIES, INC.

Broker-Dealer

Position in APO — Apollo Global Management, Inc.

CIK 805870 Ridgewood, NJ

Position in APO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$366,524

+$5,747 QoQ

Shares Held

3,098

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#765

of 1,165 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VAUGHAN & Co SECURITIES, INC. holds $706,354 across 2 Asset Management names. APO ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APO	Apollo Global Management, Inc. This page	3,098	$366,524
2	BX	Blackstone Inc.	2,888	$339,830

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,524	3,098	-4.3%	Shares	Sole	2026-08-03
2026-03-31	$360,777	3,238	-0.6%	Shares	Sole	2026-04-27
2025-12-31	$471,628	3,258	-2.7%	Shares	Sole	2026-01-28
2025-09-30	$446,054	3,347	+24.8%	Shares	Sole	2025-10-17
2025-06-30	$380,353	2,681	-0.2%	Shares	Sole	2025-07-22
2025-03-31	$367,957	2,687	-35.4%	Shares	Sole	2025-04-29
2024-12-31	$687,065	4,160	-2.9%	Shares	Sole	2025-01-27
2024-09-30	$535,239	4,285	-2.1%	Shares	Sole	2024-10-31
2024-06-30	$516,556	4,375	-15.3%	Shares	Sole	2024-07-30
2024-03-31	$580,804	5,165	-9.4%	Shares	Sole	2024-05-01
2023-12-31	$530,996	5,698	-10.5%	Shares	Sole	2024-01-26
2023-09-30	$571,142	6,363	-0.6%	Shares	Sole	2023-10-19
2023-06-30	$491,737	6,402	0.0%	Shares	Sole	2023-07-20
2023-03-31	$404,350	6,402	-39.2%	Shares	Sole	2023-04-18
2022-12-31	$671,325	10,524	-2.4%	Shares	Sole	2023-02-02
2022-09-30	$501,409	10,783	+141.4%	Shares	Sole	2022-10-21
2022-06-30	$216,511	4,466	0.0%	Shares	Sole	2022-07-21
2022-03-31	$276,847	4,466	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.