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Disclosery

Apexium Financial, LP: IBB position timeline

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

Apexium Financial, LP held 13,003 IBB 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 13,003 shares
    Change vs previous 13F -622 shares

    0.09% of the 13F portfolio, value $1,877,178.

    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 13,625 shares
    Change vs previous 13F -3,082 shares

    0.09% of the 13F portfolio, value $1,723,699.

    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 16,707 shares
    Change vs previous 13F +6,667 shares

    0.13% of the 13F portfolio, value $2,136,825.

    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 10,040 shares
    Change vs previous 13F +7,919 shares

    0.08% of the 13F portfolio, value $1,327,388.

    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 2,121 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $308,818.

    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 1,912 shares
    Change vs previous 13F -57 shares

    0.02% of the 13F portfolio, value $262,441.

    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 1,969 shares
    Change vs previous 13F -254 shares

    0.02% of the 13F portfolio, value $270,186.

    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 2,223 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $301,977.

    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).