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Apollon Wealth Management, LLC: CRM position timeline

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

Apollon Wealth Management, LLC held 69,353 CRM 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 69,353 shares
    Change vs previous 13F +20,280 shares

    0.13% of the 13F portfolio, value $10,864,908.

    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 49,073 shares
    Change vs previous 13F +19,145 shares

    0.15% of the 13F portfolio, value $9,160,534.

    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: 49,073 shares
    • Apollon Financial, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 29,928 shares
    Change vs previous 13F +148 shares

    0.12% of the 13F portfolio, value $7,928,304.

    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: 28,749 shares
    • Apollon Financial, LLC: 1,179 shares

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

  4. period ended2025-09-30
    13F 29,780 shares
    Change vs previous 13F -810 shares

    0.11% of the 13F portfolio, value $7,057,851.

    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: 28,096 shares
    • Apollon Financial, LLC: 1,684 shares

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

  5. period ended2025-06-30
    13F 30,590 shares
    Change vs previous 13F -6,257 shares

    0.15% of the 13F portfolio, value $8,341,758.

    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: 28,881 shares
    • Apollon Financial, LLC: 1,709 shares

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

  6. period ended2025-03-31
    13F 36,847 shares
    Change vs previous 13F +4,262 shares

    0.2% of the 13F portfolio, value $9,888,344.

    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: 34,567 shares
    • Apollon Financial, LLC: 2,280 shares

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

  7. period ended2024-12-31
    13F 32,585 shares
    Change vs previous 13F +4,637 shares

    0.23% of the 13F portfolio, value $10,894,141.

    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: 30,365 shares
    • Apollon Financial, LLC: 2,220 shares

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

  8. period ended2024-09-30
    13F 27,948 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,649,547.

    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: 25,801 shares
    • Apollon Financial, LLC: 2,147 shares

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