Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- Latest filing
- Jul 10, 2026
APO holding history
Apollo Global Management, Inc. in every 13F filed by Regent Peak 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 2026 holdings
- Shares (Q2 2026)
- 4,719
- Value
- $558.4K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,719 | $558.4K | 0.1% | +47+1.0% | Added | Holders |
| Q1 2026 | 4,672 | $520.6K | 0.1% | +25+0.5% | Added | Holders |
| Q4 2025 | 4,647 | $672.8K | 0.1% | −4,194−47.4% | Reduced | Holders |
| Q3 2025 | 8,841 | $1.18M | 0.2% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 4,499 | $616.1K | 0.1% | +118+2.7% | Added | Holders |
| Q4 2024 | 4,381 | $723.6K | 0.2% | +39+0.9% | Added | Holders |
| Q3 2024 | 4,342 | $542.4K | 0.1% | +48+1.1% | Added | Holders |
| Q2 2024 | 4,294 | $507.0K | 0.1% | +4,294 | New | Holders |