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Apollon Wealth Management, LLC: IVE position timeline

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

Apollon Wealth Management, LLC held 94,684 IVE 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 94,684 shares
    Change vs previous 13F +3,008 shares

    0.24% of the 13F portfolio, value $21,498,977.

    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: 90,097 shares
    • Apollon Financial, LLC: 4,587 shares

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

  2. period ended2026-03-31
    13F 91,676 shares
    Change vs previous 13F -961 shares

    0.28% of the 13F portfolio, value $19,357,282.

    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: 88,440 shares
    • Apollon Financial, LLC: 3,236 shares

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

  3. period ended2025-12-31
    13F 92,637 shares
    Change vs previous 13F +20,600 shares

    0.3% of the 13F portfolio, value $19,645,621.

    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: 89,389 shares
    • Apollon Financial, LLC: 3,248 shares

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

  4. period ended2025-09-30
    13F 72,037 shares
    Change vs previous 13F +8,442 shares

    0.24% of the 13F portfolio, value $14,876,338.

    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: 69,889 shares
    • Apollon Financial, LLC: 2,148 shares

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

  5. period ended2025-06-30
    13F 63,595 shares
    Change vs previous 13F +4,187 shares

    0.22% of the 13F portfolio, value $12,427,696.

    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: 62,293 shares
    • Apollon Financial, LLC: 1,302 shares

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

  6. period ended2025-03-31
    13F 59,408 shares
    Change vs previous 13F +26,516 shares

    0.23% of the 13F portfolio, value $11,322,067.

    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: 58,106 shares
    • Apollon Financial, LLC: 1,302 shares

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

  7. period ended2024-12-31
    13F 32,892 shares
    Change vs previous 13F +3,468 shares

    0.14% of the 13F portfolio, value $6,278,381.

    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 29,424 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,801,583.

    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).