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Disclosery

Apexium Financial, LP: AMZN position timeline

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

Apexium Financial, LP held 42,329 AMZN 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 42,329 shares
    Change vs previous 13F -654 shares

    0.45% of the 13F portfolio, value $9,294,256.

    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 42,983 shares
    Change vs previous 13F +651 shares

    0.5% of the 13F portfolio, value $9,430,118.

    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 42,332 shares
    Change vs previous 13F +4,435 shares

    0.48% of the 13F portfolio, value $8,054,124.

    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 37,897 shares
    Change vs previous 13F +1,573 shares

    0.5% of the 13F portfolio, value $8,314,158.

    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 36,324 shares
    Change vs previous 13F +732 shares

    0.45% of the 13F portfolio, value $6,768,193.

    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 35,592 shares
    Change vs previous 13F +429 shares

    0.49% of the 13F portfolio, value $6,878,094.

    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 35,163 shares
    Change vs previous 13F -127,413 shares

    0.48% of the 13F portfolio, value $6,342,702.

    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 162,576 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $24,701,801.

    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).