Skip to content
Disclosery

Apollon Wealth Management, LLC: UPST position timeline

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

Apollon Wealth Management, LLC held 31,968 UPST 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 31,968 shares
    Change vs previous 13F +1,058 shares

    0.01% of the 13F portfolio, value $1,132,626.

    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 30,910 shares
    Change vs previous 13F -3,948 shares

    0.01% of the 13F portfolio, value $792,842.

    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 34,858 shares
    Change vs previous 13F +12,077 shares

    0.03% of the 13F portfolio, value $1,524,340.

    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 22,781 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $1,157,275.

    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 23,059 shares
    Change vs previous 13F +4,548 shares

    0.03% of the 13F portfolio, value $1,491,456.

    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 18,511 shares
    Change vs previous 13F +1,533 shares

    0.02% of the 13F portfolio, value $852,061.

    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 16,978 shares
    Change vs previous 13F +1,547 shares

    0.02% of the 13F portfolio, value $1,045,335.

    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 15,431 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $617,394.

    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).