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Disclosery

Apex Wealth Management, LLC: DEFT position timeline

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

Apex Wealth Management, LLC held 10,048 DEFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,048 shares
    Change vs previous 13F -13,848 shares

    <0.01% of the 13F portfolio, value $5,167.

    13F-HR 0001951757-26-001214 filed by Apex 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 23,896 shares
    Change vs previous 13F +13,630 shares

    0.01% of the 13F portfolio, value $13,202.

    13F-HR 0001951757-26-000606 filed by Apex 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 10,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,087.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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