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Apex Wealth Management, LLC: SHV position timeline

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

Apex Wealth Management, LLC held 77,462 SHV 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 77,462 shares
    Change vs previous 13F -2,929 shares

    5.22% of the 13F portfolio, value $8,547,903.

    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 80,391 shares
    Change vs previous 13F +29,406 shares

    6.09% of the 13F portfolio, value $8,874,383.

    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 50,985 shares
    Change vs previous 13F -18,594 shares

    5.71% of the 13F portfolio, value $5,624,149.

    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 69,579 shares
    Change vs previous 13F -9,253 shares

    5.5% of the 13F portfolio, value $7,687,772.

    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 78,832 shares
    Change vs previous 13F -32,910 shares

    6.98% of the 13F portfolio, value $8,704,584.

    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 111,742 shares
    Change vs previous 13F +89,758 shares

    11.1% of the 13F portfolio, value $12,343,055.

    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 21,984 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,420,661.

    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).