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Disclosery

Apexium Financial, LP: FDG position timeline

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

Apexium Financial, LP held 41,967 FDG 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 41,967 shares
    Change vs previous 13F +5,356 shares

    0.25% of the 13F portfolio, value $5,054,409.

    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 36,611 shares
    Change vs previous 13F +9,730 shares

    0.21% of the 13F portfolio, value $4,000,037.

    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 26,881 shares
    Change vs previous 13F +6,250 shares

    0.15% of the 13F portfolio, value $2,442,408.

    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 20,631 shares
    Change vs previous 13F -278 shares

    0.13% of the 13F portfolio, value $2,142,736.

    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 20,909 shares
    Change vs previous 13F -2,565 shares

    0.13% of the 13F portfolio, value $1,937,219.

    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 23,474 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $2,110,547.

    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 23,549 shares
    Change vs previous 13F -2,430 shares

    0.15% of the 13F portfolio, value $1,945,545.

    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 25,979 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,849,445.

    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).