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Apexium Financial, LP: FTEC position timeline

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

Apexium Financial, LP held 25,114 FTEC 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 25,114 shares
    Change vs previous 13F -1,181 shares

    0.27% of the 13F portfolio, value $5,579,630.

    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 26,295 shares
    Change vs previous 13F -5,367 shares

    0.28% of the 13F portfolio, value $5,185,942.

    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 31,662 shares
    Change vs previous 13F +10,549 shares

    0.3% of the 13F portfolio, value $5,106,138.

    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 21,113 shares
    Change vs previous 13F +13,014 shares

    0.24% of the 13F portfolio, value $3,903,378.

    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 8,099 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,413,280.

    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 8,099 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,389,143.

    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 8,099 shares
    Change vs previous 13F +61 shares

    0.1% of the 13F portfolio, value $1,262,148.

    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 8,038 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,154,578.

    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).