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Disclosery

Apexium Financial, LP: BSV position timeline

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

Apexium Financial, LP held 148,564 BSV 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 148,564 shares
    Change vs previous 13F +11,274 shares

    0.57% of the 13F portfolio, value $11,723,197.

    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 137,290 shares
    Change vs previous 13F +55,203 shares

    0.57% of the 13F portfolio, value $10,804,759.

    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 82,087 shares
    Change vs previous 13F +13,782 shares

    0.38% of the 13F portfolio, value $6,425,776.

    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 68,305 shares
    Change vs previous 13F +17,786 shares

    0.32% of the 13F portfolio, value $5,277,915.

    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 50,519 shares
    Change vs previous 13F +13,381 shares

    0.26% of the 13F portfolio, value $3,975,369.

    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 37,138 shares
    Change vs previous 13F +1,787 shares

    0.2% of the 13F portfolio, value $2,848,475.

    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 35,351 shares
    Change vs previous 13F -576 shares

    0.21% of the 13F portfolio, value $2,710,354.

    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 35,927 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,767,081.

    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).