Position in APO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,071,966
-$593,355 QoQ
Shares Held
18,596
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DOLIVER ADVISORS, LP holds $4,798,391 across 7 Asset Management names. APO ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
18,596 | $2,071,966 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
126,681 | $1,385,890 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
26,484 | $453,406 | |
| 4 | BX |
Blackstone Inc.
|
3,617 | $415,918 | |
| 5 | CION |
CION Investment Corp
|
36,000 | $246,240 | |
| 6 | GSBD |
Goldman Sachs BDC, Inc.
|
14,963 | $132,871 | |
| 7 | SCM |
Stellus Capital Investment Corp
|
10,000 | $92,100 |
All Filings in APO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||