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Disclosery

Apexium Financial, LP: IWY position timeline

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

Apexium Financial, LP held 52,045 IWY 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 52,045 shares
    Change vs previous 13F +2,294 shares

    0.69% of the 13F portfolio, value $14,242,095.

    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 49,751 shares
    Change vs previous 13F +1,358 shares

    0.65% of the 13F portfolio, value $12,264,239.

    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 48,393 shares
    Change vs previous 13F -552 shares

    0.61% of the 13F portfolio, value $10,208,042.

    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 48,945 shares
    Change vs previous 13F +2,184 shares

    0.7% of the 13F portfolio, value $11,515,225.

    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 46,761 shares
    Change vs previous 13F +2,666 shares

    0.68% of the 13F portfolio, value $10,289,838.

    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 44,095 shares
    Change vs previous 13F +3,380 shares

    0.68% of the 13F portfolio, value $9,459,237.

    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 40,715 shares
    Change vs previous 13F +3,585 shares

    0.6% of the 13F portfolio, value $7,943,417.

    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 37,130 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,505,951.

    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).