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Disclosery

Apexium Financial, LP: PEG position timeline

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

Apexium Financial, LP held 92,874 PEG 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 92,874 shares
    Change vs previous 13F +20,797 shares

    0.38% of the 13F portfolio, value $7,751,264.

    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 72,077 shares
    Change vs previous 13F +100 shares

    0.32% of the 13F portfolio, value $6,067,442.

    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 71,977 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $5,923,707.

    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 71,977 shares
    Change vs previous 13F +2,000 shares

    0.37% of the 13F portfolio, value $6,082,843.

    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 69,977 shares
    Change vs previous 13F +550 shares

    0.41% of the 13F portfolio, value $6,242,648.

    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 69,427 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,116,770.

    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 69,427 shares
    Change vs previous 13F -1,019 shares

    0.35% of the 13F portfolio, value $4,647,355.

    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 70,446 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,307,767.

    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).