SEC 13F Intelligence

Fortune Financial Advisors, LLC / APO

Fortune Financial Advisors, LLC’s Apollo Global Mgmt Inc Position

Does Fortune Financial Advisors, LLC own Apollo Global Mgmt Inc (APO)? Not currently — the last reported position was 28.2K shares worth $3M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2024
Shares
28.2K
% of Portfolio
+2.04%
Quarters Held
5
position exited

Position History APO

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202428.2K$3M+2.04%
Q1 202428.7K$3M+2.05%
Q4 202328.3K$3M+1.84%
Q3 202328.3K$3M+1.94%
Q2 202327.3K$2M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortune Financial Advisors, LLC’s full portfolio or all institutional holders of APO.