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Disclosery

Apexium Financial, LP: META position timeline

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

Apexium Financial, LP held 4,895 META 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 4,895 shares
    Change vs previous 13F -142 shares

    0.17% of the 13F portfolio, value $3,594,452.

    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 5,037 shares
    Change vs previous 13F +221 shares

    0.2% of the 13F portfolio, value $3,718,119.

    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 4,816 shares
    Change vs previous 13F +344 shares

    0.17% of the 13F portfolio, value $2,775,955.

    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 4,472 shares
    Change vs previous 13F +129 shares

    0.16% of the 13F portfolio, value $2,618,525.

    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 4,343 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $2,486,155.

    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 4,270 shares
    Change vs previous 13F -55 shares

    0.15% of the 13F portfolio, value $2,152,985.

    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 4,325 shares
    Change vs previous 13F +31 shares

    0.16% of the 13F portfolio, value $2,100,294.

    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 4,294 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,519,904.

    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).