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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Wealthspire Advisors, 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)
31,445
Value
$3.72M
% of portfolio
<0.1%
Quarters held
17
Since Q3 2021
Holdings of APO by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,445$3.72M<0.1%+9,970+46.4%AddedHolders
Q1 202621,475$2.39M<0.1%−2,412−10.1%ReducedHolders
Q4 202523,887$3.46M<0.1%+1,015+4.4%AddedHolders
Q3 202522,872$3.05M<0.1%−507−2.2%ReducedHolders
Q2 202523,379$3.32M<0.1%+1,500+6.9%AddedHolders
Q1 202521,879$3.00M<0.1%−922−4.0%ReducedHolders
Q4 202422,801$3.77M<0.1%−519−2.2%ReducedHolders
Q3 202423,320$2.91M<0.1%+11,086+90.6%AddedHolders
Q2 202412,234$1.44M<0.1%−300−2.4%ReducedHolders
Q1 202412,534$1.41M<0.1%−81−0.6%ReducedHolders
Q4 202312,615$1.18M<0.1%+1,778+16.4%AddedHolders
Q3 202310,837$972.7K<0.1%+541+5.3%AddedHolders
Q2 202310,296$790.8K<0.1%−33−0.3%ReducedHolders
Q1 202310,329$652.4K<0.1%+1,454+16.4%AddedHolders
Q4 20228,875$566.1K<0.1%+8,875NewHolders
Q1 20220$00.0%−8,411−100.0%Sold outHolders
Q4 20218,411$609.0K<0.1%−2,363−21.9%ReducedHolders
Q3 202110,774$664.0K<0.1%+10,774NewHolders