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Apollon Wealth Management, LLC: XLC position timeline

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

Apollon Wealth Management, LLC held 36,820 XLC 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 36,820 shares
    Change vs previous 13F +1,655 shares

    0.04% of the 13F portfolio, value $3,944,600.

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

    • Apollon Wealth Management, LLC: 7,003 shares
    • Apollon Financial, LLC: 29,817 shares

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

  2. period ended2026-03-31
    13F 35,165 shares
    Change vs previous 13F +6,935 shares

    0.06% of the 13F portfolio, value $3,898,425.

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

    • Apollon Wealth Management, LLC: 8,135 shares
    • Apollon Financial, LLC: 27,030 shares

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

  3. period ended2025-12-31
    13F 28,230 shares
    Change vs previous 13F +20,839 shares

    0.05% of the 13F portfolio, value $3,323,236.

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

    • Apollon Wealth Management, LLC: 7,116 shares
    • Apollon Financial, LLC: 21,114 shares

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

  4. period ended2025-09-30
    13F 7,391 shares
    Change vs previous 13F +462 shares

    0.02% of the 13F portfolio, value $874,873.

    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 6,929 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $752,004.

    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 6,547 shares
    Change vs previous 13F -441 shares

    0.01% of the 13F portfolio, value $631,458.

    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 6,988 shares
    Change vs previous 13F -339 shares

    0.02% of the 13F portfolio, value $676,527.

    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 7,327 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $662,345.

    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).