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Apollon Wealth Management, LLC: HELO position timeline

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

Apollon Wealth Management, LLC held 16,344 HELO 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 16,344 shares
    Change vs previous 13F -7,922 shares

    0.01% of the 13F portfolio, value $1,104,528.

    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 24,266 shares
    Change vs previous 13F -1,578 shares

    0.03% of the 13F portfolio, value $1,550,840.

    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 25,844 shares
    Change vs previous 13F -28,036 shares

    0.03% of the 13F portfolio, value $1,716,817.

    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 53,880 shares
    Change vs previous 13F -4,915 shares

    0.06% of the 13F portfolio, value $3,502,200.

    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 58,795 shares
    Change vs previous 13F -1,735 shares

    0.07% of the 13F portfolio, value $3,679,391.

    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 60,530 shares
    Change vs previous 13F +2,379 shares

    0.08% of the 13F portfolio, value $3,612,430.

    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 58,151 shares
    Change vs previous 13F +37,916 shares

    0.08% of the 13F portfolio, value $3,607,673.

    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 20,235 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,237,168.

    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).