Semmax Financial Advisors Inc. DFS β€” DISCOVER FINL SVCS

Ownership history in Semmax Financial Advisors Inc.  Β·  23 quarters on record

AI Ownership Summary

Semmax Financial Advisors Inc. reported DISCOVER FINL SVCS (DFS) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows DFS at 0.02% 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 DFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Semmax Financial Advisors Inc.'s position in DISCOVER FINL SVCS, 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
2025 Q1

DFS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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.

How Semmax Financial Advisors Inc. held DFS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED β€” β€” β€” 392 β€” 0% 0.02% $75K 2025-05-16 β€”
2024 Q3 UNCHANGED β€” β€” β€” 392 β€” 0% 0.02% $70K 2024-11-14 β€”
2024 Q2 UNCHANGED β€” β€” β€” 392 β€” 0% 0.01% $50K 2024-08-14 β€”
2024 Q1 UNCHANGED β€” β€” β€” 392 β€” 0% 0.02% $49K 2024-05-16 β€”
2023 Q4 UNCHANGED β€” β€” β€” 392 β€” 0% 0.02% $42K 2024-02-14 β€”
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Semmax Financial Advisors Inc. and DFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Semmax Financial Advisors Inc. reported owning DFS?

Semmax Financial Advisors Inc. reported DFS across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported DFS position in Semmax Financial Advisors Inc.'s portfolio?

The largest reported portfolio weight for DFS was 0.02% in 2025 Q1.

What is the latest reported DFS position on this page?

The most recent filing on this page is 2025 Q1, when Semmax Financial Advisors Inc. reported 392 shares, equal to 0.02% of portfolio, with an estimated market value of $75K.

What does the chart on this DFS ownership page compare?

The chart compares Semmax Financial Advisors Inc.'s quarterly DFS 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.

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