Apex Wealth Management, LLC: STIP position timeline

Apex Wealth Management, LLC held 4,478 STIP 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 4,478 shares

   Change vs previous 13F -89 shares

   0.28% of the 13F portfolio, value $457,458.

   13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,567 shares

   Change vs previous 13F -25,160 shares

   0.32% of the 13F portfolio, value $472,383.

   13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 29,727 shares

   Change vs previous 13F -1,805 shares

   3.09% of the 13F portfolio, value $3,044,360.

   13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 31,532 shares

   Change vs previous 13F +301 shares

   2.33% of the 13F portfolio, value $3,259,191.

   13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 31,231 shares

   Change vs previous 13F not available

   2.58% of the 13F portfolio, value $3,213,968.

   13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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