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Disclosery

Apexium Financial, LP: IGM position timeline

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

Apexium Financial, LP held 19,099 IGM 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 19,099 shares
    Change vs previous 13F -5,075 shares

    0.12% of the 13F portfolio, value $2,405,468.

    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 24,174 shares
    Change vs previous 13F -23,006 shares

    0.14% of the 13F portfolio, value $2,715,728.

    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 47,180 shares
    Change vs previous 13F -3,478 shares

    0.26% of the 13F portfolio, value $4,277,798.

    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 50,658 shares
    Change vs previous 13F -2,673 shares

    0.31% of the 13F portfolio, value $5,171,659.

    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 53,331 shares
    Change vs previous 13F -2,639 shares

    0.34% of the 13F portfolio, value $5,116,546.

    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 55,970 shares
    Change vs previous 13F -602 shares

    0.38% of the 13F portfolio, value $5,278,519.

    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 56,572 shares
    Change vs previous 13F +46,792 shares

    0.37% of the 13F portfolio, value $4,875,333.

    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 9,780 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,383,211.

    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).