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Disclosery

Apexium Financial, LP: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on AAPL, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 239,070 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 239,070 shares
    Change vs previous 13F -5,428 shares

    2.96% of the 13F portfolio, value $60,874,481.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 244,498 shares
    Change vs previous 13F -2,110 shares

    2.66% of the 13F portfolio, value $50,163,747.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 246,608 shares
    Change vs previous 13F +35,709 shares

    3.27% of the 13F portfolio, value $54,779,066.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 210,899 shares
    Change vs previous 13F +20,926 shares

    3.21% of the 13F portfolio, value $52,813,222.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 189,973 shares
    Change vs previous 13F +355 shares

    2.92% of the 13F portfolio, value $44,263,821.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 189,618 shares
    Change vs previous 13F -3,333 shares

    2.85% of the 13F portfolio, value $39,937,370.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 192,951 shares
    Change vs previous 13F -154,040 shares

    2.51% of the 13F portfolio, value $33,087,270.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 346,991 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $66,805,914.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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