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Apollon Wealth Management, LLC: OBDC position timeline

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

Apollon Wealth Management, LLC held 1,754,000 OBDC 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 1,754,000 shares
    Change vs previous 13F -140,992 shares

    0.23% of the 13F portfolio, value $19,065,979.

    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 1,894,992 shares
    Change vs previous 13F +1,783,661 shares

    0.34% of the 13F portfolio, value $20,958,611.

    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 111,331 shares
    Change vs previous 13F -19,832 shares

    0.02% of the 13F portfolio, value $1,383,844.

    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 131,163 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $1,674,947.

    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 131,422 shares
    Change vs previous 13F +1,839 shares

    0.04% of the 13F portfolio, value $1,884,587.

    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 129,583 shares
    Change vs previous 13F +10,527 shares

    0.04% of the 13F portfolio, value $1,899,680.

    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 119,056 shares
    Change vs previous 13F +9,040 shares

    0.04% of the 13F portfolio, value $1,800,128.

    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 110,016 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,602,932.

    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).