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Apexium Financial, LP: BX position timeline

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

Apexium Financial, LP held 8,678 BX 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 8,678 shares
    Change vs previous 13F +147 shares

    0.07% of the 13F portfolio, value $1,482,698.

    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 8,531 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,276,038.

    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 8,511 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,189,633.

    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 8,508 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,467,009.

    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 8,507 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $1,302,666.

    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 8,505 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $1,052,942.

    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 8,529 shares
    Change vs previous 13F -420 shares

    0.08% of the 13F portfolio, value $1,120,496.

    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 8,949 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,171,638.

    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).