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Disclosery

Apexium Financial, LP: AGG position timeline

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

Apexium Financial, LP held 73,899 AGG 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 73,899 shares
    Change vs previous 13F +400 shares

    0.36% of the 13F portfolio, value $7,408,383.

    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 73,499 shares
    Change vs previous 13F +763 shares

    0.39% of the 13F portfolio, value $7,291,078.

    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 72,736 shares
    Change vs previous 13F -7,336 shares

    0.43% of the 13F portfolio, value $7,195,004.

    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 80,072 shares
    Change vs previous 13F +1,343 shares

    0.47% of the 13F portfolio, value $7,758,938.

    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 78,729 shares
    Change vs previous 13F +5,096 shares

    0.53% of the 13F portfolio, value $7,972,932.

    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 73,633 shares
    Change vs previous 13F +1,235 shares

    0.51% of the 13F portfolio, value $7,147,530.

    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 72,398 shares
    Change vs previous 13F -1,239 shares

    0.54% of the 13F portfolio, value $7,090,656.

    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 73,637 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,308,427.

    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).