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Apollon Wealth Management, LLC: IVZ position timeline

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

Apollon Wealth Management, LLC held 24,474 IVZ 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 24,474 shares
    Change vs previous 13F +3,633 shares

    0.01% of the 13F portfolio, value $645,880.

    13F-HR 0001764387-26-000004 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).

  2. period ended2026-03-31
    13F 20,841 shares
    Change vs previous 13F -605 shares

    0.01% of the 13F portfolio, value $506,228.

    13F-HR 0001764387-26-000003 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).

  3. period ended2025-12-31
    13F 21,446 shares
    Change vs previous 13F +2,886 shares

    0.01% of the 13F portfolio, value $563,389.

    13F-HR 0001764387-26-000001 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).

  4. period ended2025-09-30
    13F 18,560 shares
    Change vs previous 13F +4,229 shares

    0.01% of the 13F portfolio, value $425,759.

    13F-HR 0001764387-25-000008 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).

  5. period ended2025-06-30
    13F 14,331 shares
    Change vs previous 13F -1,766 shares

    <0.01% of the 13F portfolio, value $226,000.

    13F-HR 0001764387-25-000005 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).

  6. period ended2025-03-31
    13F 16,097 shares
    Change vs previous 13F -7,347 shares

    0.01% of the 13F portfolio, value $244,185.

    13F-HR 0001764387-25-000003 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).

  7. period ended2024-12-31
    13F 23,444 shares
    Change vs previous 13F +7,986 shares

    0.01% of the 13F portfolio, value $409,807.

    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 15,458 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,442.

    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).