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Apollon Wealth Management, LLC: USRT position timeline

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

Apollon Wealth Management, LLC held 894,587 USRT 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 894,587 shares
    Change vs previous 13F +269,592 shares

    0.66% of the 13F portfolio, value $59,445,320.

    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: 841,122 shares
    • Apollon Financial, LLC: 53,465 shares

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

  2. period ended2026-03-31
    13F 624,995 shares
    Change vs previous 13F +49,032 shares

    0.54% of the 13F portfolio, value $36,993,417.

    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: 576,209 shares
    • Apollon Financial, LLC: 48,786 shares

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

  3. period ended2025-12-31
    13F 575,963 shares
    Change vs previous 13F +25,398 shares

    0.51% of the 13F portfolio, value $32,806,855.

    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: 537,928 shares
    • Apollon Financial, LLC: 38,035 shares

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

  4. period ended2025-09-30
    13F 550,565 shares
    Change vs previous 13F +15,554 shares

    0.52% of the 13F portfolio, value $32,329,178.

    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: 518,809 shares
    • Apollon Financial, LLC: 31,756 shares

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

  5. period ended2025-06-30
    13F 535,011 shares
    Change vs previous 13F -64,653 shares

    0.55% of the 13F portfolio, value $30,260,190.

    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: 511,089 shares
    • Apollon Financial, LLC: 23,922 shares

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

  6. period ended2025-03-31
    13F 599,664 shares
    Change vs previous 13F +478,237 shares

    0.69% of the 13F portfolio, value $34,540,669.

    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: 578,548 shares
    • Apollon Financial, LLC: 21,116 shares

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

  7. period ended2024-12-31
    13F 121,427 shares
    Change vs previous 13F +106,398 shares

    0.16% of the 13F portfolio, value $6,958,980.

    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 15,029 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $925,325.

    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).