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Apollon Wealth Management, LLC: SCHB position timeline

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

Apollon Wealth Management, LLC held 63,334 SCHB 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 63,334 shares
    Change vs previous 13F +26,740 shares

    0.02% of the 13F portfolio, value $1,834,162.

    13F-HR 0002011195-26-000003 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 25,238 shares
    • Apollon Financial, LLC: 38,096 shares

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

  2. period ended2026-03-31
    13F 36,594 shares
    Change vs previous 13F -6,863 shares

    0.01% of the 13F portfolio, value $918,525.

    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: 23,798 shares
    • Apollon Financial, LLC: 12,796 shares

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

  3. period ended2025-12-31
    13F 43,457 shares
    Change vs previous 13F +14,816 shares

    0.02% of the 13F portfolio, value $1,139,886.

    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: 28,930 shares
    • Apollon Financial, LLC: 14,527 shares

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

  4. period ended2025-09-30
    13F 28,641 shares
    Change vs previous 13F +3,911 shares

    0.01% of the 13F portfolio, value $736,356.

    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 24,730 shares
    Change vs previous 13F -753 shares

    0.01% of the 13F portfolio, value $589,317.

    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 25,483 shares
    Change vs previous 13F -2,917 shares

    0.01% of the 13F portfolio, value $548,650.

    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 28,400 shares
    Change vs previous 13F +20,102 shares

    0.01% of the 13F portfolio, value $644,674.

    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 8,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $552,014.

    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).