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Apollon Wealth Management, LLC: XLY position timeline

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

Apollon Wealth Management, LLC held 33,967 XLY 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 33,967 shares
    Change vs previous 13F -587 shares

    0.04% of the 13F portfolio, value $3,983,568.

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

    • Apollon Wealth Management, LLC: 2,705 shares
    • Apollon Financial, LLC: 31,262 shares

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

  2. period ended2026-03-31
    13F 34,554 shares
    Change vs previous 13F +3,226 shares

    0.05% of the 13F portfolio, value $3,765,631.

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

    • Apollon Wealth Management, LLC: 4,301 shares
    • Apollon Financial, LLC: 30,253 shares

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

  3. period ended2025-12-31
    13F 31,328 shares
    Change vs previous 13F +26,052 shares

    0.06% of the 13F portfolio, value $3,740,831.

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

    • Apollon Wealth Management, LLC: 4,299 shares
    • Apollon Financial, LLC: 27,029 shares

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

  4. period ended2025-09-30
    13F 5,276 shares
    Change vs previous 13F +411 shares

    0.02% of the 13F portfolio, value $1,264,241.

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

    • Apollon Wealth Management, LLC: 2,137 shares
    • Apollon Financial, LLC: 3,139 shares

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

  5. period ended2025-06-30
    13F 4,865 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $1,057,239.

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

    • Apollon Wealth Management, LLC: 1,810 shares
    • Apollon Financial, LLC: 3,055 shares

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

  6. period ended2025-03-31
    13F 4,672 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $922,631.

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

    • Apollon Wealth Management, LLC: 1,615 shares
    • Apollon Financial, LLC: 3,057 shares

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

  7. period ended2024-12-31
    13F 4,686 shares
    Change vs previous 13F +1,610 shares

    0.02% of the 13F portfolio, value $1,051,310.

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

    • Apollon Wealth Management, LLC: 1,629 shares
    • Apollon Financial, LLC: 3,057 shares

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

  8. period ended2024-09-30
    13F 3,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,329.

    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: 1,739 shares
    • Apollon Financial, LLC: 1,337 shares

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