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Apollon Wealth Management, LLC: AVLV position timeline

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

Apollon Wealth Management, LLC held 1,797,342 AVLV 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 1,797,342 shares
    Change vs previous 13F +331,425 shares

    1.81% of the 13F portfolio, value $163,935,586.

    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: 1,592,606 shares
    • Apollon Financial, LLC: 204,736 shares

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

  2. period ended2026-03-31
    13F 1,465,917 shares
    Change vs previous 13F -45,486 shares

    1.72% of the 13F portfolio, value $118,167,607.

    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: 1,269,381 shares
    • Apollon Financial, LLC: 196,536 shares

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

  3. period ended2025-12-31
    13F 1,511,403 shares
    Change vs previous 13F +23,205 shares

    1.77% of the 13F portfolio, value $114,518,988.

    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: 1,321,128 shares
    • Apollon Financial, LLC: 190,275 shares

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

  4. period ended2025-09-30
    13F 1,488,198 shares
    Change vs previous 13F +24,462 shares

    1.73% of the 13F portfolio, value $107,537,213.

    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: 1,309,340 shares
    • Apollon Financial, LLC: 178,858 shares

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

  5. period ended2025-06-30
    13F 1,463,736 shares
    Change vs previous 13F +9,471 shares

    1.8% of the 13F portfolio, value $99,841,451.

    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: 1,289,683 shares
    • Apollon Financial, LLC: 174,053 shares

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

  6. period ended2025-03-31
    13F 1,454,265 shares
    Change vs previous 13F +285,668 shares

    1.91% of the 13F portfolio, value $94,832,626.

    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: 1,285,000 shares
    • Apollon Financial, LLC: 169,265 shares

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

  7. period ended2024-12-31
    13F 1,168,597 shares
    Change vs previous 13F +33,488 shares

    1.65% of the 13F portfolio, value $78,027,219.

    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: 1,002,469 shares
    • Apollon Financial, LLC: 166,128 shares

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

  8. period ended2024-09-30
    13F 1,135,109 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $74,724,216.

    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: 992,105 shares
    • Apollon Financial, LLC: 143,004 shares

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