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Apex Wealth Management, LLC: SCHB position timeline

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

Apex Wealth Management, LLC held 26,495 SCHB 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 26,495 shares
    Change vs previous 13F -57 shares

    0.47% of the 13F portfolio, value $767,301.

    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 26,552 shares
    Change vs previous 13F -6,404 shares

    0.46% of the 13F portfolio, value $666,460.

    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 32,956 shares
    Change vs previous 13F +66 shares

    0.89% of the 13F portfolio, value $881,238.

    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 32,890 shares
    Change vs previous 13F -18,203 shares

    0.6% of the 13F portfolio, value $845,611.

    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 51,093 shares
    Change vs previous 13F +33,575 shares

    0.98% of the 13F portfolio, value $1,217,548.

    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 17,518 shares
    Change vs previous 13F +509 shares

    0.34% of the 13F portfolio, value $377,173.

    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 17,009 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $386,101.

    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).