Skip to content
Disclosery

Apollon Wealth Management, LLC: PTRB position timeline

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

Apollon Wealth Management, LLC held 2,330,298 PTRB 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 2,330,298 shares
    Change vs previous 13F +489,480 shares

    1.07% of the 13F portfolio, value $96,614,119.

    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: 2,209,287 shares
    • Apollon Financial, LLC: 121,011 shares

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

  2. period ended2026-03-31
    13F 1,840,818 shares
    Change vs previous 13F +20,593 shares

    1.11% of the 13F portfolio, value $76,412,387.

    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: 1,728,202 shares
    • Apollon Financial, LLC: 112,616 shares

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

  3. period ended2025-12-31
    13F 1,820,225 shares
    Change vs previous 13F +58,588 shares

    1.18% of the 13F portfolio, value $76,522,264.

    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: 1,712,380 shares
    • Apollon Financial, LLC: 107,845 shares

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

  4. period ended2025-09-30
    13F 1,761,637 shares
    Change vs previous 13F +50,677 shares

    1.19% of the 13F portfolio, value $74,341,069.

    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: 1,661,416 shares
    • Apollon Financial, LLC: 100,221 shares

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

  5. period ended2025-06-30
    13F 1,710,960 shares
    Change vs previous 13F +286,514 shares

    1.29% of the 13F portfolio, value $71,569,476.

    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: 1,674,521 shares
    • Apollon Financial, LLC: 36,439 shares

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

  6. period ended2025-03-31
    13F 1,424,446 shares
    Change vs previous 13F +407,955 shares

    1.2% of the 13F portfolio, value $59,456,076.

    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: 1,391,392 shares
    • Apollon Financial, LLC: 33,054 shares

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

  7. period ended2024-12-31
    13F 1,016,491 shares
    Change vs previous 13F +66,459 shares

    0.88% of the 13F portfolio, value $41,635,469.

    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: 984,434 shares
    • Apollon Financial, LLC: 32,057 shares

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

  8. period ended2024-09-30
    13F 950,032 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $40,718,358.

    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: 925,154 shares
    • Apollon Financial, LLC: 24,878 shares

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