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Disclosery

Apexium Financial, LP: PG position timeline

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

Apexium Financial, LP held 6,134 PG 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 6,134 shares
    Change vs previous 13F -223 shares

    0.05% of the 13F portfolio, value $942,527.

    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 6,357 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $1,012,851.

    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 6,369 shares
    Change vs previous 13F +1,547 shares

    0.06% of the 13F portfolio, value $1,085,486.

    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 4,822 shares
    Change vs previous 13F +931 shares

    0.05% of the 13F portfolio, value $808,416.

    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 3,891 shares
    Change vs previous 13F +98 shares

    0.04% of the 13F portfolio, value $673,890.

    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 3,793 shares
    Change vs previous 13F +344 shares

    0.04% of the 13F portfolio, value $625,601.

    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 3,449 shares
    Change vs previous 13F -2,689 shares

    0.04% of the 13F portfolio, value $559,579.

    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 6,138 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $899,520.

    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).