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Disclosery

Apexium Financial, LP: EFA position timeline

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

Apexium Financial, LP held 34,496 EFA 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 34,496 shares
    Change vs previous 13F +900 shares

    0.16% of the 13F portfolio, value $3,220,854.

    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 33,596 shares
    Change vs previous 13F +581 shares

    0.16% of the 13F portfolio, value $3,003,111.

    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 33,015 shares
    Change vs previous 13F +2,323 shares

    0.16% of the 13F portfolio, value $2,698,294.

    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 30,692 shares
    Change vs previous 13F +9,939 shares

    0.14% of the 13F portfolio, value $2,320,647.

    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 20,753 shares
    Change vs previous 13F +5,180 shares

    0.11% of the 13F portfolio, value $1,735,587.

    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 15,573 shares
    Change vs previous 13F +2,545 shares

    0.09% of the 13F portfolio, value $1,219,846.

    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 13,028 shares
    Change vs previous 13F +495 shares

    0.08% of the 13F portfolio, value $1,040,408.

    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 12,533 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $944,354.

    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).