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Apollon Wealth Management, LLC: IUSV position timeline

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

Apollon Wealth Management, LLC held 30,432 IUSV 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 30,432 shares
    Change vs previous 13F +192 shares

    0.04% of the 13F portfolio, value $3,352,097.

    13F-HR 0002011195-26-000003 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 2,445 shares
    • Apollon Financial, LLC: 27,987 shares

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

  2. period ended2026-03-31
    13F 30,240 shares
    Change vs previous 13F +8,096 shares

    0.04% of the 13F portfolio, value $3,092,009.

    13F-HR 0002011195-26-000002 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 2,440 shares
    • Apollon Financial, LLC: 27,800 shares

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

  3. period ended2025-12-31
    13F 22,144 shares
    Change vs previous 13F +4,859 shares

    0.04% of the 13F portfolio, value $2,270,654.

    13F-HR 0002011195-26-000001 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 2,078 shares
    • Apollon Financial, LLC: 20,066 shares

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

  4. period ended2025-09-30
    13F 17,285 shares
    Change vs previous 13F +6,419 shares

    0.03% of the 13F portfolio, value $1,727,636.

    13F-HR 0002011195-25-000005 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 2,041 shares
    • Apollon Financial, LLC: 15,244 shares

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

  5. period ended2025-06-30
    13F 10,866 shares
    Change vs previous 13F +3,772 shares

    0.21% of the 13F portfolio, value $1,028,219.

    13F-HR 0001764387-25-000006 filed by Apollon Financial, 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 7,094 shares
    Change vs previous 13F +3,520 shares

    0.15% of the 13F portfolio, value $654,738.

    13F-HR 0001764387-25-000004 filed by Apollon Financial, 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 3,574 shares
    Change vs previous 13F -2,432 shares

    0.08% of the 13F portfolio, value $330,893.

    13F-HR 0002011195-25-000001 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 0 shares
    • Apollon Financial, LLC: 3,574 shares

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

  8. period ended2024-09-30
    13F 6,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $573,531.

    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).