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Apollon Wealth Management, LLC: XLE position timeline

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

Apollon Wealth Management, LLC held 113,927 XLE 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 113,927 shares
    Change vs previous 13F +4,392 shares

    0.07% of the 13F portfolio, value $6,050,667.

    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: 76,952 shares
    • Apollon Financial, LLC: 36,975 shares

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

  2. period ended2026-03-31
    13F 109,535 shares
    Change vs previous 13F -3,738 shares

    0.1% of the 13F portfolio, value $6,710,107.

    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: 74,064 shares
    • Apollon Financial, LLC: 35,471 shares

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

  3. period ended2025-12-31
    13F 113,273 shares
    Change vs previous 13F +64,337 shares

    0.08% of the 13F portfolio, value $5,064,439.

    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: 76,611 shares
    • Apollon Financial, LLC: 36,662 shares

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

  4. period ended2025-09-30
    13F 48,936 shares
    Change vs previous 13F -195 shares

    0.07% of the 13F portfolio, value $4,371,968.

    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: 38,406 shares
    • Apollon Financial, LLC: 10,530 shares

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

  5. period ended2025-06-30
    13F 49,131 shares
    Change vs previous 13F -1,553 shares

    0.08% of the 13F portfolio, value $4,166,748.

    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: 38,030 shares
    • Apollon Financial, LLC: 11,101 shares

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

  6. period ended2025-03-31
    13F 50,684 shares
    Change vs previous 13F -2,538 shares

    0.1% of the 13F portfolio, value $4,736,457.

    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: 39,652 shares
    • Apollon Financial, LLC: 11,032 shares

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

  7. period ended2024-12-31
    13F 53,222 shares
    Change vs previous 13F -351 shares

    0.1% of the 13F portfolio, value $4,558,993.

    13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 41,813 shares
    • Apollon Financial, LLC: 11,409 shares

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

  8. period ended2024-09-30
    13F 53,573 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,703,687.

    13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 42,524 shares
    • Apollon Financial, LLC: 11,049 shares

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