Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionAvion Wealth
Latest Disclosed Ownership93 shares
Latest Disclosed Value $ 10
Avion Wealth reports 5.68% increase in ownership of APO / Apollo Global Management, Inc.

On May 1, 2026 - Avion Wealth filed a 13F-HR form disclosing ownership of 93 shares of Apollo Global Management, Inc. (CH:APO) valued at $10 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 88 shares of Apollo Global Management, Inc..

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)
2026-05-01 2026-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 93 5 5.68 0 0.0021
2026-01-23 2025-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 88 0 0.00 0 0.0025
2025-10-24 2025-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 88 4 4.76 0 0.0024
2025-07-31 2025-06-30 13F/A-1 APOLLO GLOBAL MGMT COM 03769M106 84 27 47.37 0 0.0025
2025-05-09 2025-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 57 0 0.00 0 0.0023
2025-01-29 2024-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 57 5 9.62 0 0.0023
2024-10-18 2024-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 52 5 10.64 0 0.0016
2024-07-26 2024-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 47 4 9.30 0 0.0014
2024-05-03 2024-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 43 15 53.57 0 0.0013
2024-01-26 2023-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 28 5 21.74 0 0.0008
2023-10-20 2023-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 23 13 130.00 0 0.0006
2023-07-14 2023-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 10 0 0.00 0 0.0000
2023-05-05 2023-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 10 10 0 0.0000
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.