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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

  1. period ended2026-06-30
    13F 93,411 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,354 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 134,000 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,722 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,676 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).