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Apollon Wealth Management, LLC: LPLA position timeline

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

Apollon Wealth Management, LLC held 745 LPLA 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 745 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $209,852.

    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 1,039 shares
    Change vs previous 13F -669 shares

    0.01% of the 13F portfolio, value $312,562.

    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: 1,039 shares
    • Apollon Financial, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 1,708 shares
    Change vs previous 13F +483 shares

    0.01% of the 13F portfolio, value $609,975.

    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: 1,141 shares
    • Apollon Financial, LLC: 567 shares

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

  4. period ended2025-09-30
    13F 1,225 shares
    Change vs previous 13F -433 shares

    0.01% of the 13F portfolio, value $407,545.

    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 1,658 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $621,700.

    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 1,267 shares
    Change vs previous 13F +295 shares

    0.01% of the 13F portfolio, value $414,486.

    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 972 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $317,368.

    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 909 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,461.

    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).