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Apollon Wealth Management, LLC: SCHZ position timeline

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

Apollon Wealth Management, LLC held 14,242 SCHZ 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 14,242 shares
    Change vs previous 13F -2,724 shares

    <0.01% of the 13F portfolio, value $329,415.

    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 16,966 shares
    Change vs previous 13F -611 shares

    0.01% of the 13F portfolio, value $393,944.

    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 17,577 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $410,773.

    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 17,025 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $399,569.

    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 16,658 shares
    Change vs previous 13F -13,705 shares

    0.01% of the 13F portfolio, value $387,140.

    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 30,363 shares
    Change vs previous 13F -118,351 shares

    0.02% of the 13F portfolio, value $703,216.

    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 148,714 shares
    Change vs previous 13F +73,761 shares

    0.08% of the 13F portfolio, value $3,375,816.

    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 74,953 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,561,745.

    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).