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Apollon Wealth Management, LLC: ITOT position timeline

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

Apollon Wealth Management, LLC held 73,023 ITOT 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 73,023 shares
    Change vs previous 13F +21,346 shares

    0.13% of the 13F portfolio, value $11,995,453.

    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: 51,136 shares
    • Apollon Financial, LLC: 21,887 shares

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

  2. period ended2026-03-31
    13F 51,677 shares
    Change vs previous 13F -485 shares

    0.11% of the 13F portfolio, value $7,360,362.

    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: 29,792 shares
    • Apollon Financial, LLC: 21,885 shares

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

  3. period ended2025-12-31
    13F 52,162 shares
    Change vs previous 13F -499 shares

    0.12% of the 13F portfolio, value $7,755,973.

    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: 30,282 shares
    • Apollon Financial, LLC: 21,880 shares

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

  4. period ended2025-09-30
    13F 52,661 shares
    Change vs previous 13F +116 shares

    0.12% of the 13F portfolio, value $7,670,117.

    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: 30,801 shares
    • Apollon Financial, LLC: 21,860 shares

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

  5. period ended2025-06-30
    13F 52,545 shares
    Change vs previous 13F +4,456 shares

    0.13% of the 13F portfolio, value $7,095,670.

    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: 30,708 shares
    • Apollon Financial, LLC: 21,837 shares

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

  6. period ended2025-03-31
    13F 48,089 shares
    Change vs previous 13F +779 shares

    0.12% of the 13F portfolio, value $5,867,293.

    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: 30,905 shares
    • Apollon Financial, LLC: 17,184 shares

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

  7. period ended2024-12-31
    13F 47,310 shares
    Change vs previous 13F +11,481 shares

    0.13% of the 13F portfolio, value $6,084,981.

    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: 31,668 shares
    • Apollon Financial, LLC: 15,642 shares

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

  8. period ended2024-09-30
    13F 35,829 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,500,884.

    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: 20,187 shares
    • Apollon Financial, LLC: 15,642 shares

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