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Disclosery

Apexium Financial, LP: CB position timeline

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

Apexium Financial, LP held 2,461 CB 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 2,461 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $696,956.

    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 2,453 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $712,928.

    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 2,618 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $792,682.

    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 2,555 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $708,144.

    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 2,555 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $738,989.

    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 2,540 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $647,903.

    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 2,557 shares
    Change vs previous 13F -1,373 shares

    0.05% of the 13F portfolio, value $664,674.

    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 3,930 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $888,180.

    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).