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Disclosery

Apexium Financial, LP: MCD position timeline

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

Apexium Financial, LP held 2,947 MCD 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 2,947 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $895,491.

    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 2,933 shares
    Change vs previous 13F -40 shares

    0.05% of the 13F portfolio, value $856,811.

    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 2,973 shares
    Change vs previous 13F +288 shares

    0.06% of the 13F portfolio, value $928,801.

    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 2,685 shares
    Change vs previous 13F +815 shares

    0.05% of the 13F portfolio, value $778,257.

    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 1,870 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $569,461.

    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 1,882 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $479,645.

    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 1,897 shares
    Change vs previous 13F -4,038 shares

    0.04% of the 13F portfolio, value $534,985.

    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 5,935 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,759,829.

    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).