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Disclosery

Apexium Financial, LP: BMY position timeline

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

Apexium Financial, LP held 6,950 BMY 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 6,950 shares
    Change vs previous 13F -149 shares

    0.02% of the 13F portfolio, value $313,424.

    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 7,099 shares
    Change vs previous 13F -1,959 shares

    0.02% of the 13F portfolio, value $328,591.

    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 9,058 shares
    Change vs previous 13F +425 shares

    0.03% of the 13F portfolio, value $552,418.

    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 8,633 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $488,256.

    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 8,773 shares
    Change vs previous 13F -487 shares

    0.03% of the 13F portfolio, value $453,890.

    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 9,260 shares
    Change vs previous 13F +1,552 shares

    0.03% of the 13F portfolio, value $384,548.

    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 7,708 shares
    Change vs previous 13F -5,130 shares

    0.03% of the 13F portfolio, value $417,979.

    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 12,838 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $658,693.

    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).