Skip to content
Disclosery

Apexium Financial, LP: IWF position timeline

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

Apexium Financial, LP held 19,054 IWF 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 19,054 shares
    Change vs previous 13F +40 shares

    0.43% of the 13F portfolio, value $8,925,069.

    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 19,014 shares
    Change vs previous 13F +266 shares

    0.43% of the 13F portfolio, value $8,072,764.

    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 18,748 shares
    Change vs previous 13F +405 shares

    0.4% of the 13F portfolio, value $6,769,656.

    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 18,343 shares
    Change vs previous 13F -158 shares

    0.45% of the 13F portfolio, value $7,366,237.

    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 18,501 shares
    Change vs previous 13F +675 shares

    0.46% of the 13F portfolio, value $6,944,777.

    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 17,826 shares
    Change vs previous 13F +384 shares

    0.46% of the 13F portfolio, value $6,497,748.

    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 17,442 shares
    Change vs previous 13F -11,560 shares

    0.45% of the 13F portfolio, value $5,878,983.

    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 29,002 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $8,792,415.

    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).