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Apollon Wealth Management, LLC: IVW position timeline

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

Apollon Wealth Management, LLC held 211,170 IVW 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 211,170 shares
    Change vs previous 13F -22,629 shares

    0.32% of the 13F portfolio, value $29,042,250.

    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: 203,002 shares
    • Apollon Financial, LLC: 8,168 shares

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

  2. period ended2026-03-31
    13F 233,799 shares
    Change vs previous 13F -50,325 shares

    0.38% of the 13F portfolio, value $26,444,951.

    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: 225,632 shares
    • Apollon Financial, LLC: 8,167 shares

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

  3. period ended2025-12-31
    13F 284,124 shares
    Change vs previous 13F +16,445 shares

    0.54% of the 13F portfolio, value $35,021,165.

    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: 275,962 shares
    • Apollon Financial, LLC: 8,162 shares

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

  4. period ended2025-09-30
    13F 267,679 shares
    Change vs previous 13F +25,474 shares

    0.52% of the 13F portfolio, value $32,314,212.

    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: 260,728 shares
    • Apollon Financial, LLC: 6,951 shares

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

  5. period ended2025-06-30
    13F 242,205 shares
    Change vs previous 13F -2,207 shares

    0.48% of the 13F portfolio, value $26,666,770.

    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: 237,536 shares
    • Apollon Financial, LLC: 4,669 shares

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

  6. period ended2025-03-31
    13F 244,412 shares
    Change vs previous 13F +88,241 shares

    0.46% of the 13F portfolio, value $22,688,728.

    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: 239,673 shares
    • Apollon Financial, LLC: 4,739 shares

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

  7. period ended2024-12-31
    13F 156,171 shares
    Change vs previous 13F +27,789 shares

    0.33% of the 13F portfolio, value $15,856,054.

    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: 151,432 shares
    • Apollon Financial, LLC: 4,739 shares

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

  8. period ended2024-09-30
    13F 128,382 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,292,565.

    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: 123,603 shares
    • Apollon Financial, LLC: 4,779 shares

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