Position in SII
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$409,551
+$129,696 QoQ
Shares Held
2,866
+0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beirne Wealth Consulting Services, LLC holds $2,196,070 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
18,562 | $2,196,070 |
All Filings in SII
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,551 | 2,866 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $279,855 | 2,858 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $236,675 | 2,845 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||