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Apollon Wealth Management, LLC: USMV position timeline

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

Apollon Wealth Management, LLC held 107,370 USMV 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 107,370 shares
    Change vs previous 13F +3,118 shares

    0.11% of the 13F portfolio, value $10,356,917.

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

    • Apollon Wealth Management, LLC: 53,348 shares
    • Apollon Financial, LLC: 54,022 shares

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

  2. period ended2026-03-31
    13F 104,252 shares
    Change vs previous 13F -818 shares

    0.14% of the 13F portfolio, value $9,668,323.

    13F-HR 0002011195-26-000002 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 50,326 shares
    • Apollon Financial, LLC: 53,926 shares

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

  3. period ended2025-12-31
    13F 105,070 shares
    Change vs previous 13F -1,672 shares

    0.15% of the 13F portfolio, value $9,893,416.

    13F-HR 0002011195-26-000001 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 49,939 shares
    • Apollon Financial, LLC: 55,131 shares

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

  4. period ended2025-09-30
    13F 106,742 shares
    Change vs previous 13F -899 shares

    0.16% of the 13F portfolio, value $10,155,520.

    13F-HR 0002011195-25-000005 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 50,258 shares
    • Apollon Financial, LLC: 56,484 shares

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

  5. period ended2025-06-30
    13F 107,641 shares
    Change vs previous 13F -847 shares

    0.18% of the 13F portfolio, value $10,104,253.

    13F-HR 0001764387-25-000006 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 50,877 shares
    • Apollon Financial, LLC: 56,764 shares

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

  6. period ended2025-03-31
    13F 108,488 shares
    Change vs previous 13F -12,243 shares

    0.2% of the 13F portfolio, value $10,160,928.

    13F-HR 0001764387-25-000004 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 51,316 shares
    • Apollon Financial, LLC: 57,172 shares

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

  7. period ended2024-12-31
    13F 120,731 shares
    Change vs previous 13F -335 shares

    0.23% of the 13F portfolio, value $10,719,755.

    13F-HR 0002011195-25-000001 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 58,590 shares
    • Apollon Financial, LLC: 62,141 shares

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

  8. period ended2024-09-30
    13F 121,066 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $11,054,569.

    13F-HR 0001764387-24-000011 filed by Apollon Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 59,045 shares
    • Apollon Financial, LLC: 62,021 shares

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