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Disclosery

Apexium Financial, LP: BRK-B position timeline

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

Apexium Financial, LP held 14,988 BRK-B 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 14,988 shares
    Change vs previous 13F -202 shares

    0.37% of the 13F portfolio, value $7,535,060.

    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 15,190 shares
    Change vs previous 13F -253 shares

    0.39% of the 13F portfolio, value $7,378,840.

    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 15,443 shares
    Change vs previous 13F -14 shares

    0.49% of the 13F portfolio, value $8,224,769.

    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 15,457 shares
    Change vs previous 13F +322 shares

    0.43% of the 13F portfolio, value $7,006,465.

    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 15,135 shares
    Change vs previous 13F +1,054 shares

    0.46% of the 13F portfolio, value $6,966,035.

    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 14,081 shares
    Change vs previous 13F -20 shares

    0.41% of the 13F portfolio, value $5,728,258.

    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 14,101 shares
    Change vs previous 13F -3,256 shares

    0.45% of the 13F portfolio, value $5,929,753.

    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 17,357 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,190,548.

    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).