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Disclosery

Apexium Financial, LP: CAT position timeline

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

Apexium Financial, LP held 979 CAT 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 979 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $467,224.

    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 967 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $375,303.

    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 945 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $311,760.

    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 975 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $353,740.

    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 1,071 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $418,916.

    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 1,000 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $333,063.

    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 1,075 shares
    Change vs previous 13F -339 shares

    0.03% of the 13F portfolio, value $393,858.

    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 1,414 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $417,981.

    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).