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Apollon Wealth Management, LLC: AXP position timeline

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

Apollon Wealth Management, LLC held 19,751 AXP 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 19,751 shares
    Change vs previous 13F +1,477 shares

    0.07% of the 13F portfolio, value $6,680,854.

    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: 18,095 shares
    • Apollon Financial, LLC: 1,656 shares

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

  2. period ended2026-03-31
    13F 18,274 shares
    Change vs previous 13F -586 shares

    0.08% of the 13F portfolio, value $5,527,426.

    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: 16,593 shares
    • Apollon Financial, LLC: 1,681 shares

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

  3. period ended2025-12-31
    13F 18,860 shares
    Change vs previous 13F +453 shares

    0.11% of the 13F portfolio, value $6,977,196.

    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: 17,184 shares
    • Apollon Financial, LLC: 1,676 shares

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

  4. period ended2025-09-30
    13F 18,407 shares
    Change vs previous 13F +845 shares

    0.1% of the 13F portfolio, value $6,114,203.

    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: 16,848 shares
    • Apollon Financial, LLC: 1,559 shares

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

  5. period ended2025-06-30
    13F 17,562 shares
    Change vs previous 13F -404 shares

    0.1% of the 13F portfolio, value $5,601,841.

    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: 16,259 shares
    • Apollon Financial, LLC: 1,303 shares

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

  6. period ended2025-03-31
    13F 17,966 shares
    Change vs previous 13F +677 shares

    0.1% of the 13F portfolio, value $4,833,746.

    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: 16,681 shares
    • Apollon Financial, LLC: 1,285 shares

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

  7. period ended2024-12-31
    13F 17,289 shares
    Change vs previous 13F +4,386 shares

    0.11% of the 13F portfolio, value $5,131,314.

    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: 16,064 shares
    • Apollon Financial, LLC: 1,225 shares

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

  8. period ended2024-09-30
    13F 12,903 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,499,177.

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

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