Apex Wealth Management, LLC: FDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on FDEV, newest first. How the timeline and the estimate are built.
Apex Wealth Management, LLC held 93,411 FDEV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 93,411 sharesChange vs previous 13F -943 shares
2.03% of the 13F portfolio, value $3,316,077.
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 94,354 sharesChange vs previous 13F -39,646 shares
2.31% of the 13F portfolio, value $3,366,544.
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 134,000 sharesChange vs previous 13F -722 shares
4.84% of the 13F portfolio, value $4,770,403.
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 134,722 sharesChange vs previous 13F +21,046 shares
3.19% of the 13F portfolio, value $4,466,039.
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 113,676 sharesChange vs previous 13F not available
2.97% of the 13F portfolio, value $3,703,552.
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).