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Apollon Wealth Management, LLC: XLI position timeline

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

Apollon Wealth Management, LLC held 43,668 XLI 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 43,668 shares
    Change vs previous 13F +9,737 shares

    0.09% of the 13F portfolio, value $8,088,547.

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

    • Apollon Wealth Management, LLC: 14,775 shares
    • Apollon Financial, LLC: 28,893 shares

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

  2. period ended2026-03-31
    13F 33,931 shares
    Change vs previous 13F +2,679 shares

    0.08% of the 13F portfolio, value $5,487,580.

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

    • Apollon Wealth Management, LLC: 5,704 shares
    • Apollon Financial, LLC: 28,227 shares

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

  3. period ended2025-12-31
    13F 31,252 shares
    Change vs previous 13F +13,887 shares

    0.08% of the 13F portfolio, value $4,847,881.

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

    • Apollon Wealth Management, LLC: 5,547 shares
    • Apollon Financial, LLC: 25,705 shares

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

  4. period ended2025-09-30
    13F 17,365 shares
    Change vs previous 13F +1,028 shares

    0.04% of the 13F portfolio, value $2,678,189.

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

    • Apollon Wealth Management, LLC: 5,201 shares
    • Apollon Financial, LLC: 12,164 shares

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

  5. period ended2025-06-30
    13F 16,337 shares
    Change vs previous 13F -390 shares

    0.04% of the 13F portfolio, value $2,409,964.

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

    • Apollon Wealth Management, LLC: 5,040 shares
    • Apollon Financial, LLC: 11,297 shares

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

  6. period ended2025-03-31
    13F 16,727 shares
    Change vs previous 13F +245 shares

    0.04% of the 13F portfolio, value $2,192,449.

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

    • Apollon Wealth Management, LLC: 5,431 shares
    • Apollon Financial, LLC: 11,296 shares

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

  7. period ended2024-12-31
    13F 16,482 shares
    Change vs previous 13F +5,344 shares

    0.05% of the 13F portfolio, value $2,171,682.

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

    • Apollon Wealth Management, LLC: 4,767 shares
    • Apollon Financial, LLC: 11,715 shares

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

  8. period ended2024-09-30
    13F 11,138 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,508,498.

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

    • Apollon Wealth Management, LLC: 2,966 shares
    • Apollon Financial, LLC: 8,172 shares

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