Skip to content
Disclosery

Apollon Wealth Management, LLC: BEN position timeline

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

Apollon Wealth Management, LLC held 16,053 BEN 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 16,053 shares
    Change vs previous 13F +6,975 shares

    0.01% of the 13F portfolio, value $534,085.

    13F-HR 0001764387-26-000004 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).

  2. period ended2026-03-31
    13F 9,078 shares
    Change vs previous 13F +9,078 shares

    <0.01% of the 13F portfolio, value $214,418.

    13F-HR 0001764387-26-000003 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).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,172 shares

    13F-HR 0001764387-26-000001 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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 9,172 shares
    Change vs previous 13F -6,537 shares

    <0.01% of the 13F portfolio, value $212,157.

    13F-HR 0001764387-25-000008 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).

  5. period ended2025-06-30
    13F 15,709 shares
    Change vs previous 13F -11,568 shares

    0.01% of the 13F portfolio, value $374,649.

    13F-HR 0001764387-25-000005 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).

  6. period ended2025-03-31
    13F 27,277 shares
    Change vs previous 13F +2,947 shares

    0.01% of the 13F portfolio, value $525,090.

    13F-HR 0001764387-25-000003 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).

  7. period ended2024-12-31
    13F 24,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,651.

    13F-HR 0002011195-25-000002 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).