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Apollon Wealth Management, LLC: CGDV position timeline

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

Apollon Wealth Management, LLC held 480,874 CGDV 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 480,874 shares
    Change vs previous 13F +34,655 shares

    0.26% of the 13F portfolio, value $23,697,453.

    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: 471,133 shares
    • Apollon Financial, LLC: 9,741 shares

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

  2. period ended2026-03-31
    13F 446,219 shares
    Change vs previous 13F +38,920 shares

    0.31% of the 13F portfolio, value $18,982,168.

    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 407,299 shares
    Change vs previous 13F +25,919 shares

    0.31% of the 13F portfolio, value $17,774,541.

    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).

  4. period ended2025-09-30
    13F 381,380 shares
    Change vs previous 13F +174,896 shares

    0.29% of the 13F portfolio, value $16,029,386.

    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 206,484 shares
    Change vs previous 13F +196,623 shares

    0.16% of the 13F portfolio, value $8,154,071.

    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 9,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $351,456.

    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).