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Apollon Wealth Management, LLC: CWI position timeline

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

Apollon Wealth Management, LLC held 25,876 CWI 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 25,876 shares
    Change vs previous 13F -2,758 shares

    0.01% of the 13F portfolio, value $1,052,397.

    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 28,634 shares
    Change vs previous 13F -9,580 shares

    0.02% of the 13F portfolio, value $1,047,725.

    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 38,214 shares
    Change vs previous 13F +253 shares

    0.02% of the 13F portfolio, value $1,372,643.

    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 37,961 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $1,325,603.

    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 38,035 shares
    Change vs previous 13F -3,399 shares

    0.02% of the 13F portfolio, value $1,242,227.

    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 41,434 shares
    Change vs previous 13F -4,177 shares

    0.03% of the 13F portfolio, value $1,225,621.

    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 45,611 shares
    Change vs previous 13F -1,440 shares

    0.03% of the 13F portfolio, value $1,274,362.

    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).

  8. period ended2024-09-30
    13F 47,051 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,432,237.

    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).