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Apexium Financial, LP: BA position timeline

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

Apexium Financial, LP held 3,640 BA 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 3,640 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $785,621.

    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 3,764 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $788,671.

    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 3,693 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $629,841.

    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 3,543 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $627,111.

    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 3,593 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $546,280.

    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 3,603 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $655,782.

    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 3,594 shares
    Change vs previous 13F -1,083 shares

    0.05% of the 13F portfolio, value $693,606.

    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 4,677 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,219,107.

    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).