APO β€” APOLLO GLOBAL MGMT INC COM

Ownership history in Global Financial Private Client, LLC  Β·  5 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported APOLLO GLOBAL MGMT INC COM (APO) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows APO at 0.14% 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 Global Financial Private Client, LLC's position in APOLLO GLOBAL MGMT INC COM, 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
2025 Q3

APO was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Global Financial Private Client, LLC held APO β€” position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,964 +226 +8.3% 0.14% $395K 2025-10-21 $124.98
2025 Q2 ADDED 2,738 +2,618 +2181.7% 0.15% $388K 2025-07-10 $146.49
2025 Q1 ADDED 120 +6 +5.3% 0.01% $16K 2025-04-08 $108.74
2024 Q4 ADDED 114 +7 +6.5% 0.01% $19K 2025-01-14 $156.48
2024 Q3 INITIATED 107 β€” β€” 0.01% $13K 2024-10-07 $131.45

FAQ About Global Financial Private Client, LLC and APO

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

How long has Global Financial Private Client, LLC reported owning APO?

Global Financial Private Client, LLC reported APO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported APO position in Global Financial Private Client, LLC's portfolio?

The largest reported portfolio weight for APO was 0.15% in 2025 Q2.

What is the latest reported APO position on this page?

The most recent filing on this page is 2025 Q3, when Global Financial Private Client, LLC reported 2,964 shares, equal to 0.14% of portfolio, with an estimated market value of $395K.

What does the chart on this APO ownership page compare?

The chart compares Global Financial Private Client, LLC'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.

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