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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Carson Advisory 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)
4,473
Value
$529.1K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of APO by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,473$529.1K0.2%+13+0.3%AddedHolders
Q1 20264,460$496.9K0.3%+52+1.2%AddedHolders
Q4 20254,408$638.2K0.3%−114−2.5%ReducedHolders
Q3 20254,522$602.7K0.3%−15−0.3%ReducedHolders
Q2 20254,537$643.6K0.4%+51+1.1%AddedHolders
Q1 20254,486$614.3K0.4%+10.0%AddedHolders
Q4 20244,485$740.8K0.5%−1,174−20.7%ReducedHolders
Q3 20245,659$706.8K0.4%−149−2.6%ReducedHolders
Q2 20245,808$685.7K0.5%−14−0.2%ReducedHolders
Q1 20245,822$654.7K0.5%−409−6.6%ReducedHolders
Q4 20236,231$580.7K0.5%−99−1.6%ReducedHolders
Q3 20236,330$568.2K0.5%−199−3.0%ReducedHolders
Q2 20236,529$501.5K0.4%+501+8.3%AddedHolders
Q1 20236,028$380.7K0.3%+401+7.1%AddedHolders
Q4 20225,627$358.9K0.3%−300−5.1%ReducedHolders
Q3 20225,927$276.0K0.3%00.0%UnchangedHolders
Q2 20225,927$287.0K0.3%+250+4.4%AddedHolders
Q1 20225,677$352.0K0.4%+295+5.5%AddedHolders
Q4 20215,382$390.0K0.4%–No prior filingHolders