Confluence Wealth Services, Inc.

SEC CIK: 0001910411
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

APO holding history

Apollo Global Management, Inc. in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overview All 13F holders of APO Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of APO by Confluence Wealth Services, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−1,188−100.0%	Sold out	Holders
Q4 2024	1,188	$201.7K	<0.1%	+1,188	New	Holders
Q1 2022	0	$0	0.0%	−137−100.0%	Sold out	Holders
Q4 2021	137	$9.00K	<0.1%	–	No prior filing	Holders