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Apexium Financial, LP: EVRG position timeline

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

Apexium Financial, LP held 8,728 EVRG 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 8,728 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $663,503.

    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 8,728 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $601,621.

    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 8,728 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $601,796.

    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 8,657 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $532,838.

    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).