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Disclosery

Apexium Financial, LP: MOAT position timeline

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

Apexium Financial, LP held 588,005 MOAT 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 588,005 shares
    Change vs previous 13F +2,904 shares

    2.83% of the 13F portfolio, value $58,277,215.

    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 585,101 shares
    Change vs previous 13F +6,975 shares

    2.91% of the 13F portfolio, value $54,876,592.

    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 578,126 shares
    Change vs previous 13F +1,391 shares

    3.03% of the 13F portfolio, value $50,875,079.

    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 576,735 shares
    Change vs previous 13F +19,388 shares

    3.25% of the 13F portfolio, value $53,477,739.

    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 557,347 shares
    Change vs previous 13F +39,882 shares

    3.56% of the 13F portfolio, value $54,034,825.

    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 517,465 shares
    Change vs previous 13F +13,275 shares

    3.2% of the 13F portfolio, value $44,817,663.

    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 504,190 shares
    Change vs previous 13F +13,245 shares

    3.44% of the 13F portfolio, value $45,326,707.

    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 490,945 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $41,666,530.

    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).