Apollon Wealth Management, LLC BNL — BROADSTONE NET LEASE INC

Ownership history in Apollon Wealth Management, LLC  ·  18 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported BROADSTONE NET LEASE INC (BNL) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows BNL at 0.24% 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 BNL 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 BROADSTONE NET LEASE INC, 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 Q2

BNL was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BNL stock page Apollon Wealth Management, LLC fund profile Apollon Wealth Management, LLC full holdings
How Apollon Wealth Management, LLC held BNL — position size vs. price
% of Fund (quarterly)    BNL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 942,026 -16,817 -1.8% 0.24% $19.5M 2026-07-23 $22.36
2026 Q1 ADDED — — — 958,843 +850,080 +781.6% 0.28% $17.5M 2026-04-22 $19.58
2025 Q4 REDUCED 7.8% +6.9% ❌ 108,763 -9,241 -7.8% 0.03% $1.9M 2026-01-22 $17.88
2025 Q3 REDUCED 10.5% -2.1% ✅ 118,004 -13,853 -10.5% 0.04% $2.1M 2025-10-17 $17.73
2025 Q2 ADDED — — — 131,857 +47 +0.0% 0.04% $2.1M 2025-07-25 $14.91
2025 Q1 REDUCED 5.6% -4.1% ✅ 131,810 -7,817 -5.6% 0.05% $2.2M 2025-05-02 $14.94
2024 Q4 REDUCED 33.2% +9.2% ❌ 139,627 -69,528 -33.2% 0.05% $2.2M 2025-01-28 $14.66
2024 Q3 REDUCED 18.2% -15.9% ✅ 209,155 -46,493 -18.2% 0.11% $4.0M 2024-11-05 $15.70
2024 Q2 ADDED — — — 255,648 +3,862 +1.5% 0.12% $4.1M 2024-07-19 $15.14
2024 Q1 REDUCED — — — 251,786 -7,387 -2.9% 0.12% $3.9M 2024-05-02 $13.11
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BNL

As of 2026 Q2 — sorted by position size

Post Resch Tallon Group Inc. 3.62% Columbus Macro, LLC 3Y 7Y 1.6% Pensionfund Sabic 3Y 7Y 0.97% Pensionfund PDN 3Y 7Y 0.96% Miller Global Investments, LLC 0.94% DecisionMap Wealth Management, LLC 0.48% BTC Capital Management, Inc. 3Y 7Y 0.35% Armbruster Capital Management, Inc. 3Y 7Y 0.22% LVW Advisors, LLC 3Y 7Y 0.21% Sage Investment Counsel LLC 0.2%

FAQ About Apollon Wealth Management, LLC and BNL

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 BNL?

Apollon Wealth Management, LLC reported BNL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BNL was 0.28% in 2026 Q1.

What is the latest reported BNL position on this page?

The most recent filing on this page is 2026 Q2, when Apollon Wealth Management, LLC reported 942,026 shares, equal to 0.24% of portfolio, with an estimated market value of $19.5M.

What does the chart on this BNL ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly BNL 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 BNL position?

Based on 13F filing dates vs. subsequent BNL price moves, Apollon Wealth Management, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on BNL relative to SPY over the holding period was -6.7%.

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