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Disclosery

Apexium Financial, LP: QQQ position timeline

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

Apexium Financial, LP held 189,205 QQQ 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 189,205 shares
    Change vs previous 13F -2,302 shares

    5.53% of the 13F portfolio, value $113,592,717.

    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 191,507 shares
    Change vs previous 13F -782 shares

    5.61% of the 13F portfolio, value $105,643,045.

    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 192,289 shares
    Change vs previous 13F -4,867 shares

    5.38% of the 13F portfolio, value $90,167,977.

    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 197,156 shares
    Change vs previous 13F -1,308 shares

    6.12% of the 13F portfolio, value $100,791,888.

    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 198,464 shares
    Change vs previous 13F -1,251 shares

    6.39% of the 13F portfolio, value $96,864,142.

    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 199,715 shares
    Change vs previous 13F +148 shares

    6.84% of the 13F portfolio, value $95,685,677.

    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 199,567 shares
    Change vs previous 13F -2,954 shares

    6.72% of the 13F portfolio, value $88,609,805.

    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 202,521 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $82,936,509.

    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).