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Disclosery

Apexium Financial, LP: BND position timeline

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

Apexium Financial, LP held 230,015 BND 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 230,015 shares
    Change vs previous 13F +20,489 shares

    0.83% of the 13F portfolio, value $17,106,197.

    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 209,526 shares
    Change vs previous 13F +61,866 shares

    0.82% of the 13F portfolio, value $15,427,435.

    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 147,660 shares
    Change vs previous 13F +33,497 shares

    0.65% of the 13F portfolio, value $10,845,624.

    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 114,163 shares
    Change vs previous 13F +16,874 shares

    0.5% of the 13F portfolio, value $8,209,463.

    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 97,289 shares
    Change vs previous 13F +21,868 shares

    0.48% of the 13F portfolio, value $7,307,395.

    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 75,421 shares
    Change vs previous 13F +7,689 shares

    0.39% of the 13F portfolio, value $5,434,113.

    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 67,732 shares
    Change vs previous 13F +2,841 shares

    0.37% of the 13F portfolio, value $4,919,395.

    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 64,891 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,772,741.

    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).