APO β€” Apollo Global Management Inc

Ownership history in Coastline Trust Co  Β·  6 quarters on record

AI Ownership Summary

Coastline Trust Co reported Apollo Global Management Inc (APO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows APO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in Apollo Global Management Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held APO β€” position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,282 -382 -23.0% 0.01% $143K 2026-05-15 (Est.) $107.04
2025 Q4 REDUCED 1,664 -800 -32.5% 0.02% $241K 2026-01-05 $149.15
2025 Q3 ADDED 2,464 +129 +5.5% 0.04% $328K 2025-10-21 $124.98
2025 Q2 REDUCED 2,335 -14,714 -86.3% 0.04% $331K 2025-07-17 $154.24
2025 Q1 ADDED 17,049 +380 +2.3% 0.29% $2.3M 2025-04-28 $134.30
2024 Q4 INITIATED 16,669 β€” β€” 0.32% $2.8M 2025-02-13 $155.10

🏒 Other funds also holding APO

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.08% Aspect Partners, LLC 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About Coastline Trust Co and APO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning APO?

Coastline Trust Co reported APO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APO position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for APO was 0.32% in 2024 Q4.

What is the latest reported APO position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 1,282 shares, equal to 0.01% of portfolio, with an estimated market value of $143K.

What does the chart on this APO ownership page compare?

The chart compares Coastline Trust Co's quarterly APO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Coastline Trust Co Holdings