Apex Wealth Management, LLC: EEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on EEM, newest first. How the timeline and the estimate are built.
Apex Wealth Management, LLC held 18,708 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 18,708 sharesChange vs previous 13F +143 shares
0.78% of the 13F portfolio, value $1,279,828.
13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,565 sharesChange vs previous 13F -42,243 shares
0.72% of the 13F portfolio, value $1,054,324.
13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,808 sharesChange vs previous 13F +2,019 shares
3.57% of the 13F portfolio, value $3,518,969.
13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,789 sharesChange vs previous 13F +11,073 shares
2.24% of the 13F portfolio, value $3,139,339.
13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,716 sharesChange vs previous 13F not available
1.85% of the 13F portfolio, value $2,301,820.
13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).