APOLLO GLOBAL MANAGEMENT INC · CUSIP 03769M106 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 254.39K APO (shares), valued at $30.10M, or 1.02% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 2.31%; reported value increased 3.73%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.02% | 254,392 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.89% | 260,401 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 1.43% | 268,028 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.06% | 200,767 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.00% | 738 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.01% | 735 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.00% | 417 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 0.00% | 433 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 0.00% | 442 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 0.00% | 414 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 0.00% | 403 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 0.00% | 525 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.00% | 525 | $47.12K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 0.00% | 403 | $37.56K | Shares decreased 23.24%; reported value decreased 20.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 0.00% | 414 | $44.87K | Shares increased 2.73%; reported value increased 19.47%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 0.00% | 442 | $55.39K | Shares increased 6.76%; reported value increased 23.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.00% | 433 | $54.09K | Shares decreased 2.04%; reported value decreased 2.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 0.00% | 417 | $68.88K | Shares decreased 3.70%; reported value increased 27.34%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 0.01% | 735 | $100.69K | Shares increased 76.26%; reported value increased 46.19%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.00% | 738 | $104.77K | Shares increased 0.41%; reported value increased 4.05%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.06% | 200,767 | $26.76M | Shares increased 27104.20%; reported value increased 25437.83%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 1.43% | 268,028 | $38.80M | Shares increased 33.50%; reported value increased 45.01%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.89% | 260,401 | $29.01M | Shares decreased 2.85%; reported value decreased 25.22%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 1.02% | 254,392 | $30.10M | Shares decreased 2.31%; reported value increased 3.73%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.