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Apollon Wealth Management, LLC: IYW position timeline

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

Apollon Wealth Management, LLC held 26,533 IYW 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 26,533 shares
    Change vs previous 13F -4,451 shares

    0.07% of the 13F portfolio, value $6,692,395.

    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: 15,994 shares
    • Apollon Financial, LLC: 10,539 shares

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

  2. period ended2026-03-31
    13F 30,984 shares
    Change vs previous 13F -1,475 shares

    0.08% of the 13F portfolio, value $5,621,119.

    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: 20,290 shares
    • Apollon Financial, LLC: 10,694 shares

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

  3. period ended2025-12-31
    13F 32,459 shares
    Change vs previous 13F -9,191 shares

    0.1% of the 13F portfolio, value $6,481,442.

    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: 21,515 shares
    • Apollon Financial, LLC: 10,944 shares

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

  4. period ended2025-09-30
    13F 41,650 shares
    Change vs previous 13F -7,826 shares

    0.13% of the 13F portfolio, value $8,157,643.

    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: 30,947 shares
    • Apollon Financial, LLC: 10,703 shares

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

  5. period ended2025-06-30
    13F 49,476 shares
    Change vs previous 13F -297 shares

    0.15% of the 13F portfolio, value $8,572,628.

    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: 39,942 shares
    • Apollon Financial, LLC: 9,534 shares

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

  6. period ended2025-03-31
    13F 49,773 shares
    Change vs previous 13F -3,541 shares

    0.14% of the 13F portfolio, value $6,990,123.

    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: 40,339 shares
    • Apollon Financial, LLC: 9,434 shares

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

  7. period ended2024-12-31
    13F 53,314 shares
    Change vs previous 13F -84,324 shares

    0.18% of the 13F portfolio, value $8,504,754.

    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: 42,963 shares
    • Apollon Financial, LLC: 10,351 shares

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

  8. period ended2024-09-30
    13F 137,638 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $20,868,597.

    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: 127,307 shares
    • Apollon Financial, LLC: 10,331 shares

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