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Disclosery

Apexium Financial, LP: COWZ position timeline

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

Apexium Financial, LP held 542,664 COWZ 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 542,664 shares
    Change vs previous 13F +12,831 shares

    1.52% of the 13F portfolio, value $31,186,917.

    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 529,833 shares
    Change vs previous 13F +22,133 shares

    1.55% of the 13F portfolio, value $29,193,816.

    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 507,700 shares
    Change vs previous 13F +47,621 shares

    1.66% of the 13F portfolio, value $27,801,652.

    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 460,079 shares
    Change vs previous 13F +68,809 shares

    1.58% of the 13F portfolio, value $26,072,163.

    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 391,270 shares
    Change vs previous 13F +41,600 shares

    1.5% of the 13F portfolio, value $22,702,346.

    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 349,670 shares
    Change vs previous 13F +32,732 shares

    1.36% of the 13F portfolio, value $19,053,494.

    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 316,938 shares
    Change vs previous 13F +17,658 shares

    1.4% of the 13F portfolio, value $18,417,242.

    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 299,280 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $15,559,587.

    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).