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Disclosery

Apexium Financial, LP: IDU position timeline

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

Apexium Financial, LP held 3,372 IDU 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 3,372 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $373,975.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $352,630.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $342,007.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $324,438.

    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 3,372 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $344,030.

    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 3,472 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $305,136.

    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 3,478 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $293,976.

    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 3,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $278,651.

    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).