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Disclosery

Apexium Financial, LP: C position timeline

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

Apexium Financial, LP held 3,403 C 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 3,403 shares
    Change vs previous 13F -826 shares

    0.02% of the 13F portfolio, value $345,388.

    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 4,229 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $359,985.

    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 4,036 shares
    Change vs previous 13F +475 shares

    0.02% of the 13F portfolio, value $286,546.

    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 3,561 shares
    Change vs previous 13F +278 shares

    0.02% of the 13F portfolio, value $250,689.

    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 3,283 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $205,543.

    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 3,267 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $207,324.

    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 3,230 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $204,265.

    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).