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Apollon Wealth Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apollon Wealth Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Apollon Wealth Management, LLC held 88,308 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,308 shares
    Change vs previous 13F -262 shares

    0.1% of the 13F portfolio, value $8,740,775.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 65,796 shares
    • Apollon Financial, LLC: 22,512 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,570 shares
    Change vs previous 13F +6,677 shares

    0.13% of the 13F portfolio, value $8,792,351.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 67,029 shares
    • Apollon Financial, LLC: 21,541 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,893 shares
    Change vs previous 13F +14,480 shares

    0.13% of the 13F portfolio, value $8,179,472.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 55,426 shares
    • Apollon Financial, LLC: 26,467 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,413 shares
    Change vs previous 13F +2,965 shares

    0.11% of the 13F portfolio, value $6,758,154.

    13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 58,134 shares
    • Apollon Financial, LLC: 9,279 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,448 shares
    Change vs previous 13F -7,024 shares

    0.12% of the 13F portfolio, value $6,393,214.

    13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 54,072 shares
    • Apollon Financial, LLC: 10,376 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 71,472 shares
    Change vs previous 13F -2,996 shares

    0.14% of the 13F portfolio, value $7,070,057.

    13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 60,696 shares
    • Apollon Financial, LLC: 10,776 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,468 shares
    Change vs previous 13F +6,555 shares

    0.15% of the 13F portfolio, value $7,215,916.

    13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 62,923 shares
    • Apollon Financial, LLC: 11,545 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,913 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,877,593.

    13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 56,493 shares
    • Apollon Financial, LLC: 11,420 shares

    Acceptance time not in the bulk data set (spec §4.2).