Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in APOLLO GLOBAL MGMT INC COM (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 268,028 | +67,261 | +33.5% | 1.43% | $38.8M | $144.17 |
| 2025 Q3 | ADDED | 200,767 | +200,029 | +27104.2% | 1.06% | $26.8M | $132.21 |
| 2025 Q2 | ADDED | 738 | +3 | +0.4% | 0.00% | $105K | $140.23 |
| 2025 Q1 | ADDED | 735 | +318 | +76.3% | 0.01% | $101K | $134.87 |
| 2024 Q4 | REDUCED | 417 | -16 | -3.7% | 0.00% | $69K | $162.21 |
| 2024 Q3 | REDUCED | 433 | -9 | -2.0% | 0.00% | $54K | $122.33 |
| 2024 Q2 | ADDED | 442 | +39 | +9.7% | 0.00% | $55K | $115.15 |
| 2024 Q1 | UNCHANGED | 403 | — | 0% | 0.00% | $38K | $109.23 |
| 2023 Q4 | REDUCED | 403 | -122 | -23.2% | 0.00% | $38K | $90.18 |
| 2023 Q3 | REDUCED | 525 | -294 | -35.9% | 0.00% | $47K | $86.43 |
As of 2025 Q4 — sorted by position size