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Disclosery

Apexium Financial, LP: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on DIS, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 140,421 DIS shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 140,421 shares
    Change vs previous 13F -2,558 shares

    0.78% of the 13F portfolio, value $16,078,200.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 142,979 shares
    Change vs previous 13F +15,839 shares

    0.94% of the 13F portfolio, value $17,730,882.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 127,140 shares
    Change vs previous 13F +3,232 shares

    0.75% of the 13F portfolio, value $12,548,755.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 123,908 shares
    Change vs previous 13F +116,026 shares

    0.84% of the 13F portfolio, value $13,797,185.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,882 shares
    Change vs previous 13F +134 shares

    0.05% of the 13F portfolio, value $758,192.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,748 shares
    Change vs previous 13F +138 shares

    0.05% of the 13F portfolio, value $769,268.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,610 shares
    Change vs previous 13F -2,198 shares

    0.07% of the 13F portfolio, value $931,101.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,808 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $885,547.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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