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Disclosery

Apexium Financial, LP: JCI position timeline

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

Apexium Financial, LP held 2,945 JCI 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 2,945 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $323,803.

    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 3,049 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $322,035.

    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 3,478 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $279,526.

    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 3,477 shares
    Change vs previous 13F -818 shares

    0.02% of the 13F portfolio, value $274,433.

    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 4,295 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $333,313.

    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 4,293 shares
    Change vs previous 13F +4,293 shares

    0.02% of the 13F portfolio, value $285,382.

    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 0 shares
    Change vs previous 13F -22,790 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2023-12-31
    13F 22,790 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,313,631.

    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).