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Disclosery

Apexium Financial, LP: ACGL position timeline

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

Apexium Financial, LP held 84,351 ACGL 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 84,351 shares
    Change vs previous 13F -224 shares

    0.37% of the 13F portfolio, value $7,653,166.

    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 84,575 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $7,700,554.

    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 84,574 shares
    Change vs previous 13F +7,371 shares

    0.49% of the 13F portfolio, value $8,134,327.

    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 77,203 shares
    Change vs previous 13F +150 shares

    0.43% of the 13F portfolio, value $7,129,697.

    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 77,053 shares
    Change vs previous 13F +58 shares

    0.57% of the 13F portfolio, value $8,620,690.

    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 76,995 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $7,768,026.

    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 76,995 shares
    Change vs previous 13F +7,776 shares

    0.54% of the 13F portfolio, value $7,117,418.

    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 69,219 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,140,895.

    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).