LAFFER TENGLER INVESTMENTS, INC. APO/PRA APOLLO GLOBAL MGMT INC SER A MAND CNV

Ownership history in LAFFER TENGLER INVESTMENTS, INC.  ·  12 quarters on record

AI Ownership Summary

LAFFER TENGLER INVESTMENTS, INC. reported APOLLO GLOBAL MGMT INC SER A MAND CNV (APO/PRA) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.08% in 2024 Q1. The latest visible filing shows APO/PRA at 0.40% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APO/PRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAFFER TENGLER INVESTMENTS, INC.'s position in APOLLO GLOBAL MGMT INC SER A MAND CNV, 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 Q2

APO/PRA was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 LAFFER TENGLER INVESTMENTS, INC. held APO/PRA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 51,480 -970 -1.8% 0.40% $3.1M 2026-07-21
2026 Q1 ADDED 52,450 +1,200 +2.3% 0.46% $3.1M 2026-05-13
2025 Q4 REDUCED 51,250 -170 -0.3% 0.59% $3.9M 2026-02-12
2025 Q3 REDUCED 51,420 -30 -0.1% 0.57% $3.6M 2025-11-12
2025 Q2 REDUCED 51,450 -1,400 -2.6% 0.69% $3.9M 2025-08-07
2025 Q1 REDUCED 52,850 -7,145 -11.9% 0.83% $3.9M 2025-05-14
2024 Q4 REDUCED 59,995 -1,115 -1.8% 1.03% $5.2M 2025-02-06
2024 Q3 ADDED 61,110 +350 +0.6% 0.85% $4.2M 2024-11-04
2024 Q2 REDUCED 60,760 -4,295 -6.6% 0.86% $4.0M 2024-08-14
2024 Q1 REDUCED 65,055 -2,545 -3.8% 1.08% $4.2M 2024-05-15
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LAFFER TENGLER INVESTMENTS, INC. and APO/PRA

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

How long has LAFFER TENGLER INVESTMENTS, INC. reported owning APO/PRA?

LAFFER TENGLER INVESTMENTS, INC. reported APO/PRA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported APO/PRA position in LAFFER TENGLER INVESTMENTS, INC.'s portfolio?

The largest reported portfolio weight for APO/PRA was 1.08% in 2024 Q1.

What is the latest reported APO/PRA position on this page?

The most recent filing on this page is 2026 Q2, when LAFFER TENGLER INVESTMENTS, INC. reported 51,480 shares, equal to 0.40% of portfolio, with an estimated market value of $3.1M.

What does the chart on this APO/PRA ownership page compare?

The chart compares LAFFER TENGLER INVESTMENTS, INC.'s quarterly APO/PRA 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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