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Apollon Wealth Management, LLC: JCI position timeline

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

Apollon Wealth Management, LLC held 21,893 JCI 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 21,893 shares
    Change vs previous 13F +881 shares

    0.04% of the 13F portfolio, value $3,198,834.

    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 21,012 shares
    Change vs previous 13F +1,595 shares

    0.04% of the 13F portfolio, value $2,751,491.

    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 19,417 shares
    Change vs previous 13F -618 shares

    0.04% of the 13F portfolio, value $2,325,195.

    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 20,035 shares
    Change vs previous 13F +1,151 shares

    0.04% of the 13F portfolio, value $2,202,888.

    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 18,884 shares
    Change vs previous 13F -5,589 shares

    0.04% of the 13F portfolio, value $1,994,551.

    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 24,473 shares
    Change vs previous 13F +5,180 shares

    0.04% of the 13F portfolio, value $1,960,513.

    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 19,293 shares
    Change vs previous 13F -684 shares

    0.04% of the 13F portfolio, value $1,522,799.

    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 19,977 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,550,398.

    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).