Legacy Financial Strategies, LLC ARI — APOLLO COML REAL EST FIN INC

Ownership history in Legacy Financial Strategies, LLC  ·  13 quarters on record

AI Ownership Summary

Legacy Financial Strategies, LLC reported APOLLO COML REAL EST FIN INC (ARI) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows ARI at 0.02% 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 ARI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Strategies, LLC's position in APOLLO COML REAL EST FIN 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 Q2

ARI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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.

ARI stock page Legacy Financial Strategies, LLC fund profile Legacy Financial Strategies, LLC full holdings
How Legacy Financial Strategies, LLC held ARI — position size vs. price
% of Fund (quarterly)    ARI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,200 — 0% 0.02% $109K 2026-07-21 $6.88
2026 Q1 REDUCED 12.8% -0.3% ✅ 10,200 -1,500 -12.8% 0.02% $108K 2026-05-01 $7.11
2025 Q4 UNCHANGED — — — 11,700 — 0% 0.02% $113K 2026-01-23 $6.24
2025 Q3 UNCHANGED — — — 11,700 — 0% 0.02% $119K 2025-11-06 $6.00
2025 Q2 UNCHANGED — — — 11,700 — 0% 0.02% $113K 2025-07-10 $6.02
2025 Q1 UNCHANGED — — — 11,700 — 0% 0.02% $112K 2025-04-08 $4.65
2024 Q4 UNCHANGED — — — 11,700 — 0% 0.02% $103K 2025-01-28 $5.09
2024 Q3 UNCHANGED — — — 11,700 — 0% 0.02% $108K 2024-10-18 $4.91
2024 Q2 UNCHANGED — — — 11,700 — 0% 0.03% $114K 2024-07-10 $5.42
2024 Q1 UNCHANGED — — — 11,700 — 0% 0.03% $130K 2024-04-10 $5.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARI

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 2.0% Park Capital Management, LLC / WI 0.25% Triumph Capital Management 3Y 0.1% ANCHYRA PARTNERS LLC 0.1% Hennion & Walsh Asset Management, Inc. 3Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Commonwealth Financial Services, LLC 3Y 7Y 0.03% Abel Hall, LLC 0.02% PFG Investments, LLC 3Y 0.02% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.02%

FAQ About Legacy Financial Strategies, LLC and ARI

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

How long has Legacy Financial Strategies, LLC reported owning ARI?

Legacy Financial Strategies, LLC reported ARI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ARI position in Legacy Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for ARI was 0.03% in 2024 Q1.

What is the latest reported ARI position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Financial Strategies, LLC reported 10,200 shares, equal to 0.02% of portfolio, with an estimated market value of $109K.

What does the chart on this ARI ownership page compare?

The chart compares Legacy Financial Strategies, LLC's quarterly ARI 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.

How well did Legacy Financial Strategies, LLC time their ARI position?

Based on 13F filing dates vs. subsequent ARI price moves, Legacy Financial Strategies, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ARI relative to SPY over the holding period was -10.3%.

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