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Disclosery

Apex Wealth Management, LLC: OEF position timeline

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

Apex Wealth Management, LLC held 2,707 OEF 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 2,707 shares
    Change vs previous 13F +56 shares

    0.6% of the 13F portfolio, value $990,443.

    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 2,651 shares
    Change vs previous 13F -40 shares

    0.58% of the 13F portfolio, value $843,338.

    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 2,691 shares
    Change vs previous 13F -498 shares

    0.94% of the 13F portfolio, value $923,282.

    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 3,189 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,061,501.

    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).