Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

APO holding history

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

APO overview All 13F holders of APO Full Q2 2026 holdings

Shares (Q2 2026): 1,952
Value: $230.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of APO by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,952	$230.9K	<0.1%	+1,952	New	Holders
Q1 2026	0	$0	0.0%	−1,526−100.0%	Sold out	Holders
Q4 2025	1,526	$220.9K	<0.1%	+1,526	New	Holders