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Apollon Wealth Management, LLC: IWF position timeline

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

Apollon Wealth Management, LLC held 84,825 IWF 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 84,825 shares
    Change vs previous 13F +63,696 shares

    0.12% of the 13F portfolio, value $10,532,614.

    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: 74,493 shares
    • Apollon Financial, LLC: 10,332 shares

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

  2. period ended2026-03-31
    13F 21,129 shares
    Change vs previous 13F -1,502 shares

    0.13% of the 13F portfolio, value $9,009,140.

    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: 18,546 shares
    • Apollon Financial, LLC: 2,583 shares

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

  3. period ended2025-12-31
    13F 22,631 shares
    Change vs previous 13F +449 shares

    0.17% of the 13F portfolio, value $10,711,253.

    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: 19,989 shares
    • Apollon Financial, LLC: 2,642 shares

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

  4. period ended2025-09-30
    13F 22,182 shares
    Change vs previous 13F -31 shares

    0.17% of the 13F portfolio, value $10,390,189.

    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: 19,593 shares
    • Apollon Financial, LLC: 2,589 shares

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

  5. period ended2025-06-30
    13F 22,213 shares
    Change vs previous 13F +49 shares

    0.17% of the 13F portfolio, value $9,431,287.

    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: 19,745 shares
    • Apollon Financial, LLC: 2,468 shares

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

  6. period ended2025-03-31
    13F 22,164 shares
    Change vs previous 13F -2,391 shares

    0.16% of the 13F portfolio, value $8,003,268.

    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: 19,900 shares
    • Apollon Financial, LLC: 2,264 shares

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

  7. period ended2024-12-31
    13F 24,555 shares
    Change vs previous 13F +4,119 shares

    0.21% of the 13F portfolio, value $9,860,931.

    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: 22,751 shares
    • Apollon Financial, LLC: 1,804 shares

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

  8. period ended2024-09-30
    13F 20,436 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,671,165.

    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: 18,767 shares
    • Apollon Financial, LLC: 1,669 shares

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