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Disclosery

Apexium Financial, LP: IJR position timeline

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

Apexium Financial, LP held 137,254 IJR 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 137,254 shares
    Change vs previous 13F -1,203 shares

    0.79% of the 13F portfolio, value $16,309,916.

    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 138,457 shares
    Change vs previous 13F -6,340 shares

    0.8% of the 13F portfolio, value $15,131,970.

    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 144,797 shares
    Change vs previous 13F -3,433 shares

    0.9% of the 13F portfolio, value $15,141,471.

    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 148,230 shares
    Change vs previous 13F +10,348 shares

    1.04% of the 13F portfolio, value $17,079,047.

    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 137,882 shares
    Change vs previous 13F +13,452 shares

    1.06% of the 13F portfolio, value $16,126,671.

    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 124,430 shares
    Change vs previous 13F +8,737 shares

    0.95% of the 13F portfolio, value $13,271,670.

    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 115,693 shares
    Change vs previous 13F +9,542 shares

    0.97% of the 13F portfolio, value $12,786,398.

    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 106,151 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $11,490,897.

    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).