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Apollon Wealth Management, LLC: XLP position timeline

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

Apollon Wealth Management, LLC held 50,796 XLP 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 50,796 shares
    Change vs previous 13F +1,183 shares

    0.05% of the 13F portfolio, value $4,219,623.

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

    • Apollon Wealth Management, LLC: 4,899 shares
    • Apollon Financial, LLC: 45,897 shares

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

  2. period ended2026-03-31
    13F 49,613 shares
    Change vs previous 13F -654 shares

    0.06% of the 13F portfolio, value $4,067,247.

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

    • Apollon Wealth Management, LLC: 4,891 shares
    • Apollon Financial, LLC: 44,722 shares

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

  3. period ended2025-12-31
    13F 50,267 shares
    Change vs previous 13F +11,853 shares

    0.06% of the 13F portfolio, value $3,904,776.

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

    • Apollon Wealth Management, LLC: 4,582 shares
    • Apollon Financial, LLC: 45,685 shares

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

  4. period ended2025-09-30
    13F 38,414 shares
    Change vs previous 13F -1,501 shares

    0.05% of the 13F portfolio, value $3,010,577.

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

    • Apollon Wealth Management, LLC: 4,692 shares
    • Apollon Financial, LLC: 33,722 shares

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

  5. period ended2025-06-30
    13F 39,915 shares
    Change vs previous 13F +917 shares

    0.06% of the 13F portfolio, value $3,231,946.

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

    • Apollon Wealth Management, LLC: 4,818 shares
    • Apollon Financial, LLC: 35,097 shares

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

  6. period ended2025-03-31
    13F 38,998 shares
    Change vs previous 13F -3,653 shares

    0.06% of the 13F portfolio, value $3,184,918.

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

    • Apollon Wealth Management, LLC: 4,529 shares
    • Apollon Financial, LLC: 34,469 shares

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

  7. period ended2024-12-31
    13F 42,651 shares
    Change vs previous 13F +2,892 shares

    0.07% of the 13F portfolio, value $3,352,738.

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

    • Apollon Wealth Management, LLC: 5,679 shares
    • Apollon Financial, LLC: 36,972 shares

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

  8. period ended2024-09-30
    13F 39,759 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,300,002.

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

    • Apollon Wealth Management, LLC: 6,186 shares
    • Apollon Financial, LLC: 33,573 shares

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