Position in APO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,694,391
+$622,425 QoQ
Shares Held
22,774
+22.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#409
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026DOLIVER ADVISORS, LP holds $6,896,989 across 9 Asset Management names. APO ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
22,774 | $2,694,391 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
119,781 | $1,261,293 | |
| 3 | SABA |
Saba Capital Income & Opportunities Fund II
|
140,000 | $1,169,000 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
26,484 | $544,511 | |
| 5 | SCM |
Stellus Capital Investment Corp
|
55,292 | $465,558 | |
| 6 | BX |
Blackstone Inc.
|
3,470 | $408,314 | |
| 7 | GSBD |
Goldman Sachs BDC, Inc.
|
14,313 | $135,687 | |
| 8 | CION |
CION Investment Corp
|
21,600 | $134,568 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,694,391 | 22,774 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,071,966 | 18,596 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,665,321 | 18,412 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,470,292 | 18,536 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,637,505 | 18,591 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,347,562 | 17,143 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,506,137 | 15,174 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,082,499 | 16,672 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,991,132 | 16,864 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,872,180 | 16,649 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,518,437 | 16,294 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,468,473 | 16,360 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,298,626 | 16,907 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,083,888 | 17,161 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $862,632 | 13,523 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $632,400 | 13,600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $643,426 | 13,272 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $683,315 | 11,023 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||