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Disclosery

Apexium Financial, LP: CSM position timeline

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

Apexium Financial, LP held 91,122 CSM 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 91,122 shares
    Change vs previous 13F -3,943 shares

    0.34% of the 13F portfolio, value $6,977,155.

    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 95,065 shares
    Change vs previous 13F -880 shares

    0.36% of the 13F portfolio, value $6,717,636.

    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 95,945 shares
    Change vs previous 13F -1,047 shares

    0.36% of the 13F portfolio, value $6,113,584.

    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 96,992 shares
    Change vs previous 13F -6,189 shares

    0.39% of the 13F portfolio, value $6,414,711.

    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 103,181 shares
    Change vs previous 13F -20,338 shares

    0.45% of the 13F portfolio, value $6,761,621.

    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 123,519 shares
    Change vs previous 13F -3,819 shares

    0.55% of the 13F portfolio, value $7,681,513.

    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 127,338 shares
    Change vs previous 13F -5,552 shares

    0.59% of the 13F portfolio, value $7,734,081.

    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 132,890 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,278,408.

    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).