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Apollon Wealth Management, LLC: BRK-B position timeline

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

Apollon Wealth Management, LLC held 119,522 BRK-B 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 119,522 shares
    Change vs previous 13F +12,961 shares

    0.66% of the 13F portfolio, value $59,807,619.

    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: 105,406 shares
    • Apollon Financial, LLC: 14,116 shares

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

  2. period ended2026-03-31
    13F 106,561 shares
    Change vs previous 13F +4,403 shares

    0.74% of the 13F portfolio, value $51,064,007.

    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: 92,449 shares
    • Apollon Financial, LLC: 14,112 shares

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

  3. period ended2025-12-31
    13F 102,158 shares
    Change vs previous 13F -396 shares

    0.8% of the 13F portfolio, value $51,349,704.

    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: 88,164 shares
    • Apollon Financial, LLC: 13,994 shares

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

  4. period ended2025-09-30
    13F 102,554 shares
    Change vs previous 13F +786 shares

    0.83% of the 13F portfolio, value $51,557,962.

    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: 88,587 shares
    • Apollon Financial, LLC: 13,967 shares

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

  5. period ended2025-06-30
    13F 101,768 shares
    Change vs previous 13F +2,274 shares

    0.89% of the 13F portfolio, value $49,435,806.

    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: 87,392 shares
    • Apollon Financial, LLC: 14,376 shares

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

  6. period ended2025-03-31
    13F 99,494 shares
    Change vs previous 13F +9,122 shares

    1.07% of the 13F portfolio, value $52,988,465.

    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: 85,539 shares
    • Apollon Financial, LLC: 13,955 shares

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

  7. period ended2024-12-31
    13F 90,372 shares
    Change vs previous 13F +15,155 shares

    0.86% of the 13F portfolio, value $40,963,941.

    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: 77,291 shares
    • Apollon Financial, LLC: 13,081 shares

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

  8. period ended2024-09-30
    13F 75,217 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $34,619,574.

    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: 62,624 shares
    • Apollon Financial, LLC: 12,593 shares

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