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Disclosery

Apexium Financial, LP: ESGV position timeline

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

Apexium Financial, LP held 56,326 ESGV 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 56,326 shares
    Change vs previous 13F -546 shares

    0.32% of the 13F portfolio, value $6,671,251.

    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 56,872 shares
    Change vs previous 13F -2,307 shares

    0.33% of the 13F portfolio, value $6,235,446.

    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 59,179 shares
    Change vs previous 13F +120 shares

    0.35% of the 13F portfolio, value $5,796,583.

    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 59,059 shares
    Change vs previous 13F +641 shares

    0.38% of the 13F portfolio, value $6,194,699.

    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 58,418 shares
    Change vs previous 13F -262 shares

    0.39% of the 13F portfolio, value $5,938,190.

    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 58,680 shares
    Change vs previous 13F -126 shares

    0.41% of the 13F portfolio, value $5,669,662.

    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 58,806 shares
    Change vs previous 13F -6,764 shares

    0.42% of the 13F portfolio, value $5,480,131.

    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 65,570 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,577,384.

    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).