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Apex Wealth Management, LLC: NEAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on NEAR, newest first. How the timeline and the estimate are built.

Apex Wealth Management, LLC held 18,943 NEAR 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 18,943 shares
    Change vs previous 13F -389 shares

    0.59% of the 13F portfolio, value $959,650.

    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 19,332 shares
    Change vs previous 13F -4,198 shares

    0.67% of the 13F portfolio, value $982,731.

    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 23,530 shares
    Change vs previous 13F -1,286 shares

    1.22% of the 13F portfolio, value $1,202,499.

    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 24,816 shares
    Change vs previous 13F -1,920 shares

    0.91% of the 13F portfolio, value $1,272,560.

    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 26,736 shares
    Change vs previous 13F -104,057 shares

    1.1% of the 13F portfolio, value $1,366,219.

    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).

  6. period ended2025-03-31
    13F 130,793 shares
    Change vs previous 13F +37,252 shares

    5.98% of the 13F portfolio, value $6,653,456.

    13F-HR 0001951757-25-000478 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).

  7. period ended2024-12-31
    13F 93,541 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $4,723,800.

    13F-HR 0001951757-25-000265 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).