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Apollon Wealth Management, LLC: DUK position timeline

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

Apollon Wealth Management, LLC held 78,380 DUK 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 78,380 shares
    Change vs previous 13F +2,719 shares

    0.11% of the 13F portfolio, value $9,921,395.

    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: 49,600 shares
    • Apollon Financial, LLC: 28,780 shares

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

  2. period ended2026-03-31
    13F 75,661 shares
    Change vs previous 13F +4,770 shares

    0.14% of the 13F portfolio, value $9,906,942.

    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: 48,647 shares
    • Apollon Financial, LLC: 27,014 shares

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

  3. period ended2025-12-31
    13F 70,891 shares
    Change vs previous 13F -136 shares

    0.13% of the 13F portfolio, value $8,309,208.

    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: 44,526 shares
    • Apollon Financial, LLC: 26,365 shares

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

  4. period ended2025-09-30
    13F 71,027 shares
    Change vs previous 13F +3,182 shares

    0.14% of the 13F portfolio, value $8,789,661.

    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: 45,497 shares
    • Apollon Financial, LLC: 25,530 shares

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

  5. period ended2025-06-30
    13F 67,845 shares
    Change vs previous 13F +116 shares

    0.14% of the 13F portfolio, value $8,005,636.

    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: 42,541 shares
    • Apollon Financial, LLC: 25,304 shares

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

  6. period ended2025-03-31
    13F 67,729 shares
    Change vs previous 13F +829 shares

    0.17% of the 13F portfolio, value $8,260,945.

    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: 42,867 shares
    • Apollon Financial, LLC: 24,862 shares

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

  7. period ended2024-12-31
    13F 66,900 shares
    Change vs previous 13F +33,013 shares

    0.15% of the 13F portfolio, value $7,207,840.

    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: 41,540 shares
    • Apollon Financial, LLC: 25,360 shares

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

  8. period ended2024-09-30
    13F 33,887 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,907,153.

    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).