Ownership history in Apeiron RIA LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Apeiron RIA LLC reported a position in WISDOMTREE TR (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Apeiron RIA LLC underperformed the S&P 500 by β9.4% annually on this DON position. Timing score: 44% (7/16 decisions correct). Average cost basis: $39.96. Maximum drawdown during holding period: β13.9%.
β Significantly underperformed the S&P 500 by 9.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $34.67 (2022 Q3) Β· Worst: $40.28 (2022 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 12 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size