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Disclosery

Apexium Financial, LP: FVD position timeline

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

Apexium Financial, LP held 246,175 FVD 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 246,175 shares
    Change vs previous 13F -1,912 shares

    0.55% of the 13F portfolio, value $11,383,140.

    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 248,087 shares
    Change vs previous 13F -2,748 shares

    0.59% of the 13F portfolio, value $11,089,474.

    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 250,835 shares
    Change vs previous 13F -9,118 shares

    0.67% of the 13F portfolio, value $11,184,711.

    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 259,953 shares
    Change vs previous 13F -11,071 shares

    0.69% of the 13F portfolio, value $11,344,330.

    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 271,024 shares
    Change vs previous 13F -24,355 shares

    0.81% of the 13F portfolio, value $12,328,903.

    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 295,379 shares
    Change vs previous 13F -8,743 shares

    0.86% of the 13F portfolio, value $12,036,706.

    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 304,122 shares
    Change vs previous 13F -10,737 shares

    0.97% of the 13F portfolio, value $12,843,082.

    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 314,859 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $12,770,673.

    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).