Skip to main content

YorkBridge Wealth Partners, LLC

SEC CIK
0001696064
Latest filing
Jan 26, 2023

APO holding history

Apollo Global Management, Inc. in every 13F filed by YorkBridge 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 Q4 2022 holdings

Shares (Q4 2022)
21,355
Value
$1.36M
% of portfolio
0.3%
Quarters held
8
Since Q1 2021
Holdings of APO by YorkBridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202221,355$1.36M0.3%−522−2.4%ReducedHolders
Q3 202221,877$1.02M0.3%+660+3.1%AddedHolders
Q2 202221,217$1.03M0.3%+2,323+12.3%AddedHolders
Q1 202218,894$1.17M0.3%+2,724+16.8%AddedHolders
Q4 202116,170$1.17M0.3%+986+6.5%AddedHolders
Q3 202115,184$935.0K0.2%+2,357+18.4%AddedHolders
Q2 202112,827$798.0K0.2%+837+7.0%AddedHolders
Q1 202111,990$564.0K0.2%––Holders

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