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Disclosery

Apexium Financial, LP: IVV position timeline

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

Apexium Financial, LP held 403,917 IVV 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 403,917 shares
    Change vs previous 13F +10,708 shares

    13.15% of the 13F portfolio, value $270,341,474.

    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 393,209 shares
    Change vs previous 13F +26,106 shares

    12.95% of the 13F portfolio, value $244,143,189.

    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 367,103 shares
    Change vs previous 13F +12,756 shares

    12.3% of the 13F portfolio, value $206,275,091.

    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 354,347 shares
    Change vs previous 13F +16,554 shares

    12.66% of the 13F portfolio, value $208,596,700.

    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 337,793 shares
    Change vs previous 13F +21,087 shares

    12.85% of the 13F portfolio, value $194,845,917.

    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 316,706 shares
    Change vs previous 13F +23,427 shares

    12.38% of the 13F portfolio, value $173,311,152.

    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 293,279 shares
    Change vs previous 13F -3,822 shares

    11.69% of the 13F portfolio, value $154,185,643.

    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 297,101 shares
    Change vs previous 13F not available

    10.2% of the 13F portfolio, value $141,904,192.

    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).