Apollon Wealth Management, LLC: IVV position timeline

Apollon Wealth Management, LLC held 444,079 IVV 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 444,079 shares

   Change vs previous 13F +50,233 shares

   3.67% of the 13F portfolio, value $332,566,457.

   13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Apollon Wealth Management, LLC: 385,273 shares
   • Apollon Financial, LLC: 58,806 shares

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

2. period ended2026-03-31

   13F 393,846 shares

   Change vs previous 13F +15,639 shares

   3.74% of the 13F portfolio, value $257,263,850.

   13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Apollon Wealth Management, LLC: 335,046 shares
   • Apollon Financial, LLC: 58,800 shares

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

3. period ended2025-12-31

   13F 378,207 shares

   Change vs previous 13F +5,995 shares

   4.01% of the 13F portfolio, value $259,048,799.

   13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Apollon Wealth Management, LLC: 319,880 shares
   • Apollon Financial, LLC: 58,327 shares

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

4. period ended2025-09-30

   13F 372,212 shares

   Change vs previous 13F +39,046 shares

   4% of the 13F portfolio, value $249,121,725.

   13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Apollon Wealth Management, LLC: 314,526 shares
   • Apollon Financial, LLC: 57,686 shares

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

5. period ended2025-06-30

   13F 333,166 shares

   Change vs previous 13F +2,728 shares

   3.73% of the 13F portfolio, value $206,862,711.

   13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Apollon Wealth Management, LLC: 304,704 shares
   • Apollon Financial, LLC: 28,462 shares

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

6. period ended2025-03-31

   13F 330,438 shares

   Change vs previous 13F +3,797 shares

   3.74% of the 13F portfolio, value $185,672,777.

   13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Apollon Wealth Management, LLC: 302,649 shares
   • Apollon Financial, LLC: 27,789 shares

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

7. period ended2024-12-31

   13F 326,641 shares

   Change vs previous 13F +78,190 shares

   4.06% of the 13F portfolio, value $192,287,299.

   13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Apollon Wealth Management, LLC: 300,657 shares
   • Apollon Financial, LLC: 25,984 shares

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

8. period ended2024-09-30

   13F 248,451 shares

   Change vs previous 13F not available

   3.7% of the 13F portfolio, value $143,311,395.

   13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Apollon Wealth Management, LLC: 225,324 shares
   • Apollon Financial, LLC: 23,127 shares

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