Apollon Wealth Management, LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apollon Wealth Management, LLC on ISRG, newest first. How the timeline and the estimate are built.
Apollon Wealth Management, LLC held 11,813 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 11,813 sharesChange vs previous 13F -184 shares
0.06% of the 13F portfolio, value $4,697,926.
13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,997 sharesChange vs previous 13F +864 shares
0.09% of the 13F portfolio, value $5,530,650.
13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,133 sharesChange vs previous 13F -11,704 shares
0.11% of the 13F portfolio, value $6,305,474.
13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,837 sharesChange vs previous 13F -2,046 shares
0.18% of the 13F portfolio, value $10,213,392.
13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,883 sharesChange vs previous 13F +8,029 shares
0.27% of the 13F portfolio, value $13,521,755.
13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,854 sharesChange vs previous 13F +6,474 shares
0.18% of the 13F portfolio, value $8,347,281.
13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,380 sharesChange vs previous 13F -156 shares
0.12% of the 13F portfolio, value $5,417,945.
13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,536 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $5,176,021.
13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).