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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Creative Planning, 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)
91,884
Value
$10.9M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of APO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,884$10.9M<0.1%+21,688+30.9%AddedHolders
Q1 202670,196$7.82M<0.1%−4,780−6.4%ReducedHolders
Q4 202574,976$10.9M<0.1%+3,880+5.5%AddedHolders
Q3 202571,096$9.47M<0.1%+6,082+9.4%AddedHolders
Q2 202565,014$9.22M<0.1%+3,293+5.3%AddedHolders
Q1 202561,721$8.45M<0.1%+9,612+18.4%AddedHolders
Q4 202452,109$8.61M<0.1%+10,325+24.7%AddedHolders
Q3 202441,784$5.22M<0.1%+2,316+5.9%AddedHolders
Q2 202439,468$4.66M<0.1%+4,242+12.0%AddedHolders
Q1 202435,226$3.96M<0.1%+10,478+42.3%AddedHolders
Q4 202324,748$2.31M<0.1%+3,273+15.2%AddedHolders
Q3 202321,475$1.93M<0.1%−8,170−27.6%ReducedHolders
Q2 202329,645$2.28M<0.1%+192+0.7%AddedHolders
Q1 202329,453$1.86M<0.1%+5,972+25.4%AddedHolders
Q4 202223,481$1.50M<0.1%+2,921+14.2%AddedHolders
Q3 202220,560$956.0K<0.1%−863−4.0%ReducedHolders
Q2 202221,423$1.04M<0.1%−6,997−24.6%ReducedHolders
Q1 202228,420$1.76M<0.1%+20,420+255.3%AddedHolders
Q4 20218,000$579.0K<0.1%−1,963−19.7%ReducedHolders
Q3 20219,963$614.0K<0.1%+9,963NewHolders
Q2 20210$00.0%−11,558−100.0%Sold outHolders
Q1 202111,558$543.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.