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Disclosery

Apexium Financial, LP: IWD position timeline

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

Apexium Financial, LP held 5,853 IWD 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 5,853 shares
    Change vs previous 13F -53 shares

    0.06% of the 13F portfolio, value $1,191,581.

    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 5,906 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $1,147,145.

    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 5,860 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,102,640.

    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 5,860 shares
    Change vs previous 13F -104 shares

    0.07% of the 13F portfolio, value $1,084,884.

    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 5,964 shares
    Change vs previous 13F +152 shares

    0.07% of the 13F portfolio, value $1,131,990.

    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 5,812 shares
    Change vs previous 13F -235 shares

    0.07% of the 13F portfolio, value $1,014,040.

    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 6,047 shares
    Change vs previous 13F -16,291 shares

    0.08% of the 13F portfolio, value $1,083,099.

    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 22,338 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,691,383.

    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).