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Apollon Wealth Management, LLC: IJR position timeline

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

Apollon Wealth Management, LLC held 208,971 IJR 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 208,971 shares
    Change vs previous 13F -3,185 shares

    0.34% of the 13F portfolio, value $30,992,526.

    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: 166,519 shares
    • Apollon Financial, LLC: 42,452 shares

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

  2. period ended2026-03-31
    13F 212,156 shares
    Change vs previous 13F -785 shares

    0.38% of the 13F portfolio, value $26,373,147.

    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: 169,269 shares
    • Apollon Financial, LLC: 42,887 shares

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

  3. period ended2025-12-31
    13F 212,941 shares
    Change vs previous 13F +2,559 shares

    0.4% of the 13F portfolio, value $25,591,185.

    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: 173,931 shares
    • Apollon Financial, LLC: 39,010 shares

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

  4. period ended2025-09-30
    13F 210,382 shares
    Change vs previous 13F +28,505 shares

    0.4% of the 13F portfolio, value $24,999,751.

    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: 179,364 shares
    • Apollon Financial, LLC: 31,018 shares

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

  5. period ended2025-06-30
    13F 181,877 shares
    Change vs previous 13F -1,946 shares

    0.36% of the 13F portfolio, value $19,877,367.

    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: 176,554 shares
    • Apollon Financial, LLC: 5,323 shares

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

  6. period ended2025-03-31
    13F 183,823 shares
    Change vs previous 13F -1,211 shares

    0.39% of the 13F portfolio, value $19,222,315.

    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: 178,377 shares
    • Apollon Financial, LLC: 5,446 shares

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

  7. period ended2024-12-31
    13F 185,034 shares
    Change vs previous 13F +32,714 shares

    0.45% of the 13F portfolio, value $21,319,601.

    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: 179,860 shares
    • Apollon Financial, LLC: 5,174 shares

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

  8. period ended2024-09-30
    13F 152,320 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $17,815,395.

    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: 148,077 shares
    • Apollon Financial, LLC: 4,243 shares

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