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Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q2 2026 holdings

Shares (Q2 2026)
1,892
Value
$223.8K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of APO by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,892$223.8K<0.1%−350−15.6%ReducedHolders
Q1 20262,242$249.8K<0.1%−11,010−83.1%ReducedHolders
Q4 202513,252$1.92M0.1%−8,148−38.1%ReducedHolders
Q3 202521,400$2.85M0.2%+5,385+33.6%AddedHolders
Q2 202516,015$2.27M0.2%+6,870+75.1%AddedHolders
Q1 20259,145$1.25M0.1%+895+10.8%AddedHolders
Q4 20248,250$1.36M0.1%−140−1.7%ReducedHolders
Q3 20248,390$1.05M0.1%+4,290+104.6%AddedHolders
Q2 20244,100$484.1K<0.1%+4,100NewHolders