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Disclosery

Apexium Financial, LP: HELO position timeline

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

Apexium Financial, LP held 80,560 HELO 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 80,560 shares
    Change vs previous 13F +2,069 shares

    0.25% of the 13F portfolio, value $5,236,388.

    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 78,491 shares
    Change vs previous 13F +42,836 shares

    0.26% of the 13F portfolio, value $4,911,971.

    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 35,655 shares
    Change vs previous 13F +18,058 shares

    0.13% of the 13F portfolio, value $2,127,871.

    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 17,597 shares
    Change vs previous 13F +8,774 shares

    0.07% of the 13F portfolio, value $1,091,718.

    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 8,823 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $539,438.

    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).