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Disclosery

Apexium Financial, LP: IBM position timeline

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

Apexium Financial, LP held 11,475 IBM 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 11,475 shares
    Change vs previous 13F +111 shares

    0.16% of the 13F portfolio, value $3,237,908.

    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 11,364 shares
    Change vs previous 13F +1,921 shares

    0.18% of the 13F portfolio, value $3,349,954.

    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 9,443 shares
    Change vs previous 13F +672 shares

    0.14% of the 13F portfolio, value $2,348,212.

    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 8,771 shares
    Change vs previous 13F +4,292 shares

    0.12% of the 13F portfolio, value $1,928,163.

    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 4,479 shares
    Change vs previous 13F -413 shares

    0.07% of the 13F portfolio, value $990,256.

    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 4,892 shares
    Change vs previous 13F -125 shares

    0.06% of the 13F portfolio, value $846,031.

    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 5,017 shares
    Change vs previous 13F -19,260 shares

    0.07% of the 13F portfolio, value $958,074.

    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 24,277 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,970,489.

    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).