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Disclosery

Apexium Financial, LP: IXJ position timeline

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

Apexium Financial, LP held 41,751 IXJ 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 41,751 shares
    Change vs previous 13F -375 shares

    0.18% of the 13F portfolio, value $3,700,011.

    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 42,126 shares
    Change vs previous 13F -307 shares

    0.19% of the 13F portfolio, value $3,626,620.

    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 42,433 shares
    Change vs previous 13F +833 shares

    0.23% of the 13F portfolio, value $3,869,873.

    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 41,600 shares
    Change vs previous 13F +220 shares

    0.22% of the 13F portfolio, value $3,576,337.

    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 41,380 shares
    Change vs previous 13F -320 shares

    0.27% of the 13F portfolio, value $4,061,881.

    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 41,700 shares
    Change vs previous 13F -798 shares

    0.28% of the 13F portfolio, value $3,871,447.

    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 42,498 shares
    Change vs previous 13F +367 shares

    0.3% of the 13F portfolio, value $3,958,734.

    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 42,131 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,653,642.

    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).