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Disclosery

Apexium Financial, LP: IWM position timeline

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

Apexium Financial, LP held 19,531 IWM 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 19,531 shares
    Change vs previous 13F +747 shares

    0.23% of the 13F portfolio, value $4,725,711.

    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 18,784 shares
    Change vs previous 13F +5,824 shares

    0.22% of the 13F portfolio, value $4,053,343.

    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 12,960 shares
    Change vs previous 13F +859 shares

    0.15% of the 13F portfolio, value $2,585,305.

    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 12,101 shares
    Change vs previous 13F +414 shares

    0.16% of the 13F portfolio, value $2,673,809.

    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 11,687 shares
    Change vs previous 13F +1,044 shares

    0.17% of the 13F portfolio, value $2,581,441.

    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 10,643 shares
    Change vs previous 13F +1,856 shares

    0.15% of the 13F portfolio, value $2,159,362.

    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 8,787 shares
    Change vs previous 13F -2,338 shares

    0.14% of the 13F portfolio, value $1,847,889.

    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 11,125 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,232,918.

    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).