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Disclosery

Apexium Financial, LP: AMAT position timeline

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

Apexium Financial, LP held 4,218 AMAT 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 4,218 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $863,660.

    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 4,259 shares
    Change vs previous 13F +889 shares

    0.04% of the 13F portfolio, value $779,666.

    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 3,370 shares
    Change vs previous 13F +592 shares

    0.03% of the 13F portfolio, value $489,002.

    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 2,778 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $451,862.

    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 2,776 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $560,972.

    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 2,875 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $678,571.

    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 2,880 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $594,044.

    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 2,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $474,804.

    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).