Skip to main content

Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

APO holding history

Apollo Global Management, Inc. in every 13F filed by Moser Wealth 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 2025 holdings

Shares (Q2 2025)
676
Value
$95.9K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of APO by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025676$95.9K<0.1%00.0%UnchangedHolders
Q1 2025676$92.6K<0.1%00.0%UnchangedHolders
Q4 2024676$111.6K0.1%00.0%UnchangedHolders
Q3 2024676$84.4K<0.1%00.0%UnchangedHolders
Q2 2024676$79.8K<0.1%00.0%UnchangedHolders
Q1 2024676$76.0K<0.1%00.0%UnchangedHolders
Q4 2023676$63.0K<0.1%00.0%UnchangedHolders
Q3 2023676$60.7K<0.1%00.0%UnchangedHolders
Q2 2023676$51.9K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,000$63.8K<0.1%00.0%UnchangedHolders
Q3 20221,000$47.0K<0.1%00.0%UnchangedHolders
Q2 20221,000$48.0K<0.1%00.0%UnchangedHolders
Q1 20221,000$62.0K<0.1%+1,000NewHolders
Q4 20210$00.0%−1,000−100.0%Sold outHolders
Q3 20211,000$62.0K<0.1%00.0%UnchangedHolders
Q2 20211,000$62.0K<0.1%00.0%UnchangedHolders
Q1 20211,000$47.0K<0.1%––Holders

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