Apollon Wealth Management, LLC: XLU position timeline

Apollon Wealth Management, LLC held 80,960 XLU 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 80,960 shares

   Change vs previous 13F -6,398 shares

   0.04% of the 13F portfolio, value $3,670,721.

   13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Apollon Wealth Management, LLC: 53,831 shares
   • Apollon Financial, LLC: 27,129 shares

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

2. period ended2026-03-31

   13F 87,358 shares

   Change vs previous 13F +552 shares

   0.06% of the 13F portfolio, value $4,008,878.

   13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Apollon Wealth Management, LLC: 61,139 shares
   • Apollon Financial, LLC: 26,219 shares

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

3. period ended2025-12-31

   13F 86,806 shares

   Change vs previous 13F +49,977 shares

   0.06% of the 13F portfolio, value $3,705,734.

   13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Apollon Wealth Management, LLC: 60,951 shares
   • Apollon Financial, LLC: 25,855 shares

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

4. period ended2025-09-30

   13F 36,829 shares

   Change vs previous 13F +3,244 shares

   0.05% of the 13F portfolio, value $3,211,880.

   13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Apollon Wealth Management, LLC: 30,560 shares
   • Apollon Financial, LLC: 6,269 shares

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

5. period ended2025-06-30

   13F 33,585 shares

   Change vs previous 13F +2,548 shares

   0.05% of the 13F portfolio, value $2,742,498.

   13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Apollon Wealth Management, LLC: 27,451 shares
   • Apollon Financial, LLC: 6,134 shares

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

6. period ended2025-03-31

   13F 31,037 shares

   Change vs previous 13F +2,815 shares

   0.05% of the 13F portfolio, value $2,447,255.

   13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Apollon Wealth Management, LLC: 25,103 shares
   • Apollon Financial, LLC: 5,934 shares

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

7. period ended2024-12-31

   13F 28,222 shares

   Change vs previous 13F +3,177 shares

   0.05% of the 13F portfolio, value $2,136,090.

   13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Apollon Wealth Management, LLC: 24,105 shares
   • Apollon Financial, LLC: 4,117 shares

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

8. period ended2024-09-30

   13F 25,045 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $2,023,097.

   13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Apollon Wealth Management, LLC: 21,898 shares
   • Apollon Financial, LLC: 3,147 shares

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