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Apollon Wealth Management, LLC Last Quarter Change: USA Other Stocks, Sold Out

Apollon Wealth Management, LLC quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Apollon Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 5 and left 2 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$644,910); the largest decrease was CARNIVAL CORP (-$839,950).

  • CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 32,456; Shares 2026-06-30 0.
  • DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 15,763; Shares 2026-06-30 0.
  • ZSPACE INC: Country of operation United States; Class COM; Shares 2026-03-31 38,603; Shares 2026-06-30 0.
  • NAKAMOTO INC: Country of operation United States; Class COM; Shares 2026-03-31 17,000; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1764387): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CARNIVAL CORP
CUSIP 143658300
COMMON STOCK32,4560-32,456$839,950$0-$839,950
DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM15,7630-15,763$721,959$0-$721,959
ZSPACE INC
CUSIP 98980W107
United StatesCOM38,6030-38,603$4,381$0-$4,381
NAKAMOTO INC
CUSIP 49457M106
United StatesCOM17,0000-17,000$3,755$0-$3,755
CID HOLDCO INC
CUSIP 171756109
United StatesCOM14,0020-14,002$2,406$0-$2,406

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