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Disclosery

Apexium Financial, LP: HD position timeline

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

Apexium Financial, LP held 3,828 HD 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 3,828 shares
    Change vs previous 13F -268 shares

    0.08% of the 13F portfolio, value $1,551,178.

    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 4,096 shares
    Change vs previous 13F +124 shares

    0.08% of the 13F portfolio, value $1,501,716.

    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 3,972 shares
    Change vs previous 13F +514 shares

    0.09% of the 13F portfolio, value $1,455,825.

    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 3,458 shares
    Change vs previous 13F -88 shares

    0.08% of the 13F portfolio, value $1,345,083.

    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 3,546 shares
    Change vs previous 13F +25 shares

    0.09% of the 13F portfolio, value $1,436,997.

    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 3,521 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $1,212,154.

    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 3,517 shares
    Change vs previous 13F -532 shares

    0.1% of the 13F portfolio, value $1,349,071.

    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 4,049 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,403,215.

    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).