Skip to content
Disclosery

Apexium Financial, LP: IWR position timeline

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

Apexium Financial, LP held 2,946 IWR 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 2,946 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $284,391.

    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 2,937 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $270,149.

    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 2,930 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $249,274.

    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 2,923 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $258,377.

    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 2,939 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $259,046.

    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 2,929 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $237,468.

    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 2,922 shares
    Change vs previous 13F -5,167 shares

    0.02% of the 13F portfolio, value $245,751.

    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 8,089 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $628,780.

    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).