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Disclosery

Apexium Financial, LP: ORCL position timeline

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

Apexium Financial, LP held 10,823 ORCL 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 10,823 shares
    Change vs previous 13F +194 shares

    0.15% of the 13F portfolio, value $3,043,767.

    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 10,629 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $2,323,742.

    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 10,657 shares
    Change vs previous 13F +832 shares

    0.09% of the 13F portfolio, value $1,490,016.

    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 9,825 shares
    Change vs previous 13F +742 shares

    0.1% of the 13F portfolio, value $1,637,255.

    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 9,083 shares
    Change vs previous 13F +4,781 shares

    0.1% of the 13F portfolio, value $1,547,760.

    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 4,302 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $607,429.

    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 4,250 shares
    Change vs previous 13F -20,657 shares

    0.04% of the 13F portfolio, value $533,872.

    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 24,907 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,625,895.

    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).