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Apollon Wealth Management, LLC: DFIC position timeline

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

Apollon Wealth Management, LLC held 223,790 DFIC 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 223,790 shares
    Change vs previous 13F +1,968 shares

    0.09% of the 13F portfolio, value $8,338,398.

    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: 168,469 shares
    • Apollon Financial, LLC: 55,321 shares

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

  2. period ended2026-03-31
    13F 221,822 shares
    Change vs previous 13F +220 shares

    0.11% of the 13F portfolio, value $7,881,336.

    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: 179,987 shares
    • Apollon Financial, LLC: 41,835 shares

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

  3. period ended2025-12-31
    13F 221,602 shares
    Change vs previous 13F -4,400 shares

    0.12% of the 13F portfolio, value $7,636,405.

    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: 181,933 shares
    • Apollon Financial, LLC: 39,669 shares

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

  4. period ended2025-09-30
    13F 226,002 shares
    Change vs previous 13F +1,431 shares

    0.12% of the 13F portfolio, value $7,410,606.

    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: 186,333 shares
    • Apollon Financial, LLC: 39,669 shares

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

  5. period ended2025-06-30
    13F 224,571 shares
    Change vs previous 13F +7,817 shares

    0.13% of the 13F portfolio, value $6,981,912.

    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: 185,715 shares
    • Apollon Financial, LLC: 38,856 shares

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

  6. period ended2025-03-31
    13F 216,754 shares
    Change vs previous 13F +43,757 shares

    0.12% of the 13F portfolio, value $6,019,258.

    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: 177,995 shares
    • Apollon Financial, LLC: 38,759 shares

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

  7. period ended2024-12-31
    13F 172,997 shares
    Change vs previous 13F -309 shares

    0.1% of the 13F portfolio, value $4,471,107.

    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 173,306 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,876,831.

    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).