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Apollon Wealth Management, LLC: DFAI position timeline

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

Apollon Wealth Management, LLC held 2,645,847 DFAI 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 2,645,847 shares
    Change vs previous 13F +877,731 shares

    1.2% of the 13F portfolio, value $109,141,195.

    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: 2,401,287 shares
    • Apollon Financial, LLC: 244,560 shares

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

  2. period ended2026-03-31
    13F 1,768,116 shares
    Change vs previous 13F +171,301 shares

    1% of the 13F portfolio, value $68,885,785.

    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: 1,555,006 shares
    • Apollon Financial, LLC: 213,110 shares

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

  3. period ended2025-12-31
    13F 1,596,815 shares
    Change vs previous 13F +14,468 shares

    0.94% of the 13F portfolio, value $60,854,617.

    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: 1,432,482 shares
    • Apollon Financial, LLC: 164,333 shares

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

  4. period ended2025-09-30
    13F 1,582,347 shares
    Change vs previous 13F +50,108 shares

    0.92% of the 13F portfolio, value $57,518,303.

    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: 1,433,292 shares
    • Apollon Financial, LLC: 149,055 shares

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

  5. period ended2025-06-30
    13F 1,532,239 shares
    Change vs previous 13F -84,267 shares

    0.96% of the 13F portfolio, value $52,969,521.

    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: 1,415,073 shares
    • Apollon Financial, LLC: 117,166 shares

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

  6. period ended2025-03-31
    13F 1,616,506 shares
    Change vs previous 13F +465,570 shares

    1.02% of the 13F portfolio, value $50,483,478.

    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: 1,511,540 shares
    • Apollon Financial, LLC: 104,966 shares

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

  7. period ended2024-12-31
    13F 1,150,936 shares
    Change vs previous 13F +69,943 shares

    0.71% of the 13F portfolio, value $33,607,313.

    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: 1,082,703 shares
    • Apollon Financial, LLC: 68,233 shares

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

  8. period ended2024-09-30
    13F 1,080,993 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $34,353,972.

    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: 1,025,219 shares
    • Apollon Financial, LLC: 55,774 shares

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