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Disclosery

Apex Wealth Management, LLC: SUB position timeline

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

Apex Wealth Management, LLC held 51,444 SUB 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 51,444 shares
    Change vs previous 13F +1,341 shares

    3.35% of the 13F portfolio, value $5,477,295.

    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 50,103 shares
    Change vs previous 13F +45,876 shares

    3.66% of the 13F portfolio, value $5,335,991.

    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 4,227 shares
    Change vs previous 13F -35,015 shares

    0.46% of the 13F portfolio, value $452,880.

    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 39,242 shares
    Change vs previous 13F +3,897 shares

    3% of the 13F portfolio, value $4,190,252.

    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 35,345 shares
    Change vs previous 13F -78 shares

    3.02% of the 13F portfolio, value $3,758,553.

    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 35,423 shares
    Change vs previous 13F +13,346 shares

    3.36% of the 13F portfolio, value $3,740,675.

    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 22,077 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,328,700.

    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).