Apollo Global Mgmt shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Apollo Global Mgmt
Tip: Access up to 7 years of quarterly data
All positions including Apollo Global Mgmt held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apollo Global Mgmt by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $147k | 1.1k | 133.27 |
| 2025-06-30 | $156k | 1.1k | 141.87 |
| 2025-03-31 | $151k | 1.1k | 136.94 |
| 2024-12-31 | $182k | 1.1k | 165.16 |
| 2024-09-30 | $137k | 1.1k | 124.91 |
| 2024-06-30 | $118k | 1.0k | 118.07 |
| 2024-03-31 | $113k | 1.0k | 112.45 |
| 2023-12-31 | $93k | 1.0k | 93.19 |
| 2023-09-30 | $90k | 1.0k | 89.76 |
| 2023-06-30 | $77k | 1.0k | 76.81 |
| 2023-03-31 | $63k | 1.0k | 63.16 |
| 2022-12-31 | $64k | 1.0k | 63.79 |
| 2022-09-30 | $47k | 1.0k | 47.00 |
| 2022-06-30 | $48k | 1.0k | 48.00 |
| 2022-03-31 | $62k | 1.0k | 62.00 |
| 2021-12-31 | $72k | 1.0k | 72.00 |