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Apollo Global Mgmt shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 2.4k 133.25
2025-06-30 $337k 2.4k 141.90
2025-03-31 $345k 2.5k 136.96
2024-12-31 $402k 2.4k 165.14
2024-09-30 $222k 1.8k 124.88
2024-06-30 $209k 1.8k 118.06
2022-09-30 $259k 5.6k 46.46
2022-06-30 $270k 5.6k 48.43
2022-03-31 $346k 5.6k 62.06