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Disclosery

Apexium Financial, LP: PM position timeline

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

Apexium Financial, LP held 8,381 PM 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 8,381 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $1,359,342.

    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 8,353 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $1,521,283.

    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 8,395 shares
    Change vs previous 13F +3,986 shares

    0.08% of the 13F portfolio, value $1,341,888.

    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 4,409 shares
    Change vs previous 13F +1,354 shares

    0.03% of the 13F portfolio, value $530,583.

    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 3,055 shares
    Change vs previous 13F +540 shares

    0.02% of the 13F portfolio, value $371,926.

    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 2,515 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $254,845.

    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 2,467 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $227,037.

    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 2,717 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $255,615.

    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).