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Disclosery

Apexium Financial, LP: DON position timeline

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

Apexium Financial, LP held 21,683 DON 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 21,683 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $1,134,043.

    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 21,676 shares
    Change vs previous 13F -247 shares

    0.06% of the 13F portfolio, value $1,086,385.

    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 21,923 shares
    Change vs previous 13F -305 shares

    0.06% of the 13F portfolio, value $1,085,627.

    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 22,228 shares
    Change vs previous 13F -432 shares

    0.07% of the 13F portfolio, value $1,133,021.

    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 22,660 shares
    Change vs previous 13F -596 shares

    0.08% of the 13F portfolio, value $1,158,587.

    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 23,256 shares
    Change vs previous 13F -495 shares

    0.08% of the 13F portfolio, value $1,087,665.

    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 23,751 shares
    Change vs previous 13F -2,263 shares

    0.09% of the 13F portfolio, value $1,158,324.

    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 26,014 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,188,575.

    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).