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Apollon Wealth Management, LLC: MTUM position timeline

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

Apollon Wealth Management, LLC held 31,653 MTUM 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 31,653 shares
    Change vs previous 13F +1,838 shares

    0.12% of the 13F portfolio, value $10,851,492.

    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: 30,806 shares
    • Apollon Financial, LLC: 847 shares

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

  2. period ended2026-03-31
    13F 29,815 shares
    Change vs previous 13F +1,959 shares

    0.1% of the 13F portfolio, value $7,155,222.

    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: 28,968 shares
    • Apollon Financial, LLC: 847 shares

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

  3. period ended2025-12-31
    13F 27,856 shares
    Change vs previous 13F +5,127 shares

    0.12% of the 13F portfolio, value $6,972,759.

    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 22,729 shares
    Change vs previous 13F +1,263 shares

    0.1% of the 13F portfolio, value $5,828,789.

    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 21,466 shares
    Change vs previous 13F +262 shares

    0.1% of the 13F portfolio, value $5,158,673.

    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 21,204 shares
    Change vs previous 13F +8,657 shares

    0.09% of the 13F portfolio, value $4,286,048.

    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 12,547 shares
    Change vs previous 13F +4,778 shares

    0.06% of the 13F portfolio, value $2,596,150.

    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 7,769 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,575,287.

    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).