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Disclosery

Apexium Financial, LP: PEY position timeline

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

Apexium Financial, LP held 70,421 PEY 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 70,421 shares
    Change vs previous 13F -6,335 shares

    0.07% of the 13F portfolio, value $1,483,542.

    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 76,756 shares
    Change vs previous 13F -22,881 shares

    0.08% of the 13F portfolio, value $1,566,593.

    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 99,637 shares
    Change vs previous 13F +45,024 shares

    0.13% of the 13F portfolio, value $2,139,204.

    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 54,613 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,161,080.

    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).