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Disclosery

Apexium Financial, LP: IYW position timeline

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

Apexium Financial, LP held 206,725 IYW 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 206,725 shares
    Change vs previous 13F +4,287 shares

    1.97% of the 13F portfolio, value $40,489,131.

    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 202,438 shares
    Change vs previous 13F +1,509 shares

    1.86% of the 13F portfolio, value $35,076,367.

    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 200,929 shares
    Change vs previous 13F -5,917 shares

    1.68% of the 13F portfolio, value $28,218,419.

    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 206,846 shares
    Change vs previous 13F +2,061 shares

    2% of the 13F portfolio, value $32,996,064.

    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 204,785 shares
    Change vs previous 13F +2,792 shares

    2.05% of the 13F portfolio, value $31,049,548.

    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 201,993 shares
    Change vs previous 13F +2,931 shares

    2.17% of the 13F portfolio, value $30,400,021.

    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 199,062 shares
    Change vs previous 13F +6,423 shares

    2.04% of the 13F portfolio, value $26,885,280.

    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 192,639 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $23,646,428.

    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).