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Disclosery

Apexium Financial, LP: KO position timeline

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

Apexium Financial, LP held 12,154 KO 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 12,154 shares
    Change vs previous 13F +142 shares

    0.04% of the 13F portfolio, value $809,827.

    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 12,012 shares
    Change vs previous 13F +168 shares

    0.05% of the 13F portfolio, value $853,666.

    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 11,844 shares
    Change vs previous 13F +993 shares

    0.05% of the 13F portfolio, value $852,043.

    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 10,851 shares
    Change vs previous 13F +2,652 shares

    0.04% of the 13F portfolio, value $675,585.

    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 8,199 shares
    Change vs previous 13F +383 shares

    0.04% of the 13F portfolio, value $590,868.

    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 7,816 shares
    Change vs previous 13F -217 shares

    0.04% of the 13F portfolio, value $499,093.

    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 8,033 shares
    Change vs previous 13F -10,120 shares

    0.04% of the 13F portfolio, value $493,177.

    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 18,153 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,069,735.

    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).