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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Stonebridge Financial Planning Group, 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)
3,500
Value
$414.1K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of APO by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,500$414.1K0.1%00.0%UnchangedHolders
Q1 20263,500$390.0K0.1%00.0%UnchangedHolders
Q4 20253,500$506.7K0.2%00.0%UnchangedHolders
Q3 20253,500$466.4K0.2%00.0%UnchangedHolders
Q2 20253,500$496.5K0.2%00.0%UnchangedHolders
Q1 20253,500$479.3K0.2%00.0%UnchangedHolders
Q4 20243,500$578.1K0.3%−500−12.5%ReducedHolders
Q3 20244,000$499.6K0.2%00.0%UnchangedHolders
Q2 20244,000$472.3K0.2%00.0%UnchangedHolders
Q1 20244,000$449.8K0.2%00.0%UnchangedHolders
Q4 20234,000$372.8K0.2%00.0%UnchangedHolders
Q3 20234,000$359.0K0.2%00.0%UnchangedHolders
Q2 20234,000$307.2K0.2%00.0%UnchangedHolders
Q1 20234,000$252.6K0.2%00.0%UnchangedHolders
Q4 20224,000$255.2K0.2%+4,000NewHolders
Q2 20220$00.0%−4,000−100.0%Sold outHolders
Q1 20224,000$248.0K0.1%00.0%UnchangedHolders
Q4 20214,000$273.0K0.1%00.0%UnchangedHolders
Q3 20214,000$312.0K0.2%00.0%UnchangedHolders
Q2 20214,000$245.0K0.1%−3,000−42.9%ReducedHolders
Q1 20217,000$333.0K0.2%––Holders

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