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Apexium Financial, LP: QQQJ position timeline

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

Apexium Financial, LP held 22,190 QQQJ 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 22,190 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $794,185.

    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 22,490 shares
    Change vs previous 13F -1,165 shares

    0.04% of the 13F portfolio, value $719,239.

    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 23,655 shares
    Change vs previous 13F -3,167 shares

    0.04% of the 13F portfolio, value $686,232.

    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 26,822 shares
    Change vs previous 13F -2,929 shares

    0.05% of the 13F portfolio, value $828,257.

    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 29,751 shares
    Change vs previous 13F -20,840 shares

    0.06% of the 13F portfolio, value $903,526.

    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 50,591 shares
    Change vs previous 13F -5,349 shares

    0.1% of the 13F portfolio, value $1,409,960.

    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 55,940 shares
    Change vs previous 13F -13,188 shares

    0.12% of the 13F portfolio, value $1,617,214.

    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 69,128 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,865,775.

    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).