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Disclosery

Apexium Financial, LP: QUAL position timeline

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

Apexium Financial, LP held 240,560 QUAL 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 240,560 shares
    Change vs previous 13F +3,673 shares

    2.28% of the 13F portfolio, value $46,789,003.

    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 236,887 shares
    Change vs previous 13F +15,901 shares

    2.3% of the 13F portfolio, value $43,307,676.

    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 220,986 shares
    Change vs previous 13F +848 shares

    2.25% of the 13F portfolio, value $37,764,292.

    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 220,138 shares
    Change vs previous 13F +9,615 shares

    2.38% of the 13F portfolio, value $39,202,175.

    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 210,523 shares
    Change vs previous 13F +13,203 shares

    2.49% of the 13F portfolio, value $37,746,834.

    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 197,320 shares
    Change vs previous 13F +3,138 shares

    2.41% of the 13F portfolio, value $33,694,371.

    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 194,182 shares
    Change vs previous 13F +1,626 shares

    2.42% of the 13F portfolio, value $31,913,825.

    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 192,556 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $28,332,626.

    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).