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Apollon Wealth Management, LLC: XVV position timeline

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

Apollon Wealth Management, LLC held 20,207 XVV 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 20,207 shares
    Change vs previous 13F -103 shares

    0.01% of the 13F portfolio, value $1,147,548.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,310 shares
    Change vs previous 13F -8,516 shares

    0.02% of the 13F portfolio, value $999,638.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,826 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $1,519,146.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,080 shares
    Change vs previous 13F -366 shares

    0.03% of the 13F portfolio, value $1,498,233.

    13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,446 shares
    Change vs previous 13F -690 shares

    0.03% of the 13F portfolio, value $1,404,227.

    13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,136 shares
    Change vs previous 13F +2,035 shares

    0.03% of the 13F portfolio, value $1,289,315.

    13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,101 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,272,958.

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

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