Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership6,940 shares
Latest Disclosed Value $ 773,255
Visionary Wealth Advisors reports 24.40% increase in ownership of APO / Apollo Global Management, Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 6,940 shares of Apollo Global Management, Inc. (CH:APO) valued at $773,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,579 shares of Apollo Global Management, Inc.. This represents a change in shares of 24.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 6,940 1,361 24.40 773 -4.21 0.0342
2026-02-13 2025-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 5,579 189 3.51 808 12.40 0.0364
2025-11-13 2025-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 5,390 810 17.69 718 10.63 0.0335
2025-08-14 2025-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 4,580 928 25.41 650 29.80 0.0332
2025-05-14 2025-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 3,652 290 8.63 500 -9.91 0.0300
2025-02-14 2024-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 3,362 328 10.81 555 46.83 0.0326
2024-11-12 2024-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 3,034 685 29.16 379 36.46 0.0231
2024-08-13 2024-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 2,349 0 0.00 277 4.92 0.0181
2024-05-15 2024-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 2,349 0 0.00 264 21.10 0.0178
2024-02-14 2023-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 2,349 -100 -4.08 219 -0.46 0.0161
2023-11-13 2023-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 2,449 2,449 220 0.0178
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.