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Apollon Wealth Management, LLC: EFG position timeline

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

Apollon Wealth Management, LLC held 75,436 EFG 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 75,436 shares
    Change vs previous 13F +28,064 shares

    0.11% of the 13F portfolio, value $9,385,794.

    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 47,372 shares
    Change vs previous 13F +19,671 shares

    0.09% of the 13F portfolio, value $5,275,771.

    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 27,701 shares
    Change vs previous 13F -15,534 shares

    0.05% of the 13F portfolio, value $3,155,646.

    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 43,235 shares
    Change vs previous 13F -11,460 shares

    0.09% of the 13F portfolio, value $4,923,653.

    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 54,695 shares
    Change vs previous 13F -194 shares

    0.12% of the 13F portfolio, value $6,125,837.

    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 54,889 shares
    Change vs previous 13F -17,716 shares

    0.12% of the 13F portfolio, value $5,488,940.

    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 72,605 shares
    Change vs previous 13F +18,877 shares

    0.16% of the 13F portfolio, value $7,030,381.

    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 53,728 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,783,846.

    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).