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Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Waterfront Wealth Inc., 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)
8,053
Value
$969.1K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of APO by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,053$969.1K0.2%−5−0.1%ReducedHolders
Q1 20268,058$897.8K0.2%+415+5.4%AddedHolders
Q4 20257,643$1.03M0.2%+31+0.4%AddedHolders
Q3 20257,612$963.2K0.2%+184+2.5%AddedHolders
Q2 20257,428$1.05M0.2%+100+1.4%AddedHolders
Q1 20257,328$1.00M0.2%00.0%UnchangedHolders
Q4 20247,328$1.21M0.3%−100−1.3%ReducedHolders
Q3 20247,428$1.08M0.3%00.0%UnchangedHolders
Q2 20247,428$877.0K0.2%00.0%UnchangedHolders
Q1 20247,428$832.2K0.2%−25−0.3%ReducedHolders
Q4 20237,453$694.5K0.2%00.0%UnchangedHolders
Q3 20237,453$615.5K0.2%00.0%UnchangedHolders
Q2 20237,453$607.3K0.2%00.0%UnchangedHolders
Q1 20237,453$470.7K0.2%00.0%UnchangedHolders
Q4 20227,453$527.8K0.2%00.0%UnchangedHolders
Q3 20227,453$410.0K0.2%+146+2.0%AddedHolders
Q2 20227,307$354.0K0.1%00.0%UnchangedHolders
Q1 20227,307$421.0K0.1%00.0%UnchangedHolders
Q4 20217,307$529.0K0.2%+7,307NewHolders