Apollon Wealth Management, LLC SLRC SLR INVESTMENT CORP

Ownership history in Apollon Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported SLR INVESTMENT CORP (SLRC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows SLRC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Wealth Management, LLC's position in SLR INVESTMENT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SLRC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Apollon Wealth Management, LLC held SLRC — position size vs. price
% of Fund (quarterly)    SLRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 31,734 +1,122 +3.7% 0.01% $454K 2026-04-22 $15.82
2025 Q4 ADDED 30,612 +549 +1.8% 0.01% $473K 2026-01-22 $14.85
2025 Q3 ADDED 30,063 +13,125 +77.5% 0.01% $460K 2025-10-17 $13.39
2025 Q1 ADDED 16,938 +3,893 +29.8% 0.01% $286K 2025-05-02 $14.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Apollon Wealth Management, LLC and SLRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apollon Wealth Management, LLC reported owning SLRC?

Apollon Wealth Management, LLC reported SLRC across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SLRC position in Apollon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SLRC was 0.01% in 2025 Q4.

What is the latest reported SLRC position on this page?

The most recent filing on this page is 2026 Q1, when Apollon Wealth Management, LLC reported 31,734 shares, equal to 0.01% of portfolio, with an estimated market value of $454K.

What does the chart on this SLRC ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly SLRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apollon Wealth Management, LLC time their SLRC position?

Based on 13F filing dates vs. subsequent SLRC price moves, Apollon Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SLRC relative to SPY over the holding period was -15.3%.

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