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Apexium Financial, LP: QQQM position timeline

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

Apexium Financial, LP held 78,004 QQQM 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 78,004 shares
    Change vs previous 13F +4,495 shares

    0.94% of the 13F portfolio, value $19,276,411.

    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 73,509 shares
    Change vs previous 13F +13,192 shares

    0.89% of the 13F portfolio, value $16,693,968.

    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 60,317 shares
    Change vs previous 13F +5,738 shares

    0.69% of the 13F portfolio, value $11,642,459.

    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 54,579 shares
    Change vs previous 13F +2,997 shares

    0.7% of the 13F portfolio, value $11,486,209.

    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 51,582 shares
    Change vs previous 13F +3,851 shares

    0.68% of the 13F portfolio, value $10,360,152.

    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 47,731 shares
    Change vs previous 13F +2,755 shares

    0.67% of the 13F portfolio, value $9,408,354.

    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 44,976 shares
    Change vs previous 13F +415 shares

    0.62% of the 13F portfolio, value $8,216,713.

    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 44,561 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,510,393.

    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).