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Disclosery

Apexium Financial, LP: SCHW position timeline

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

Apexium Financial, LP held 5,474 SCHW 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 5,474 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $522,630.

    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 5,473 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $499,400.

    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 5,401 shares
    Change vs previous 13F +1,123 shares

    0.03% of the 13F portfolio, value $422,790.

    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 4,278 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $316,615.

    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 4,278 shares
    Change vs previous 13F -263 shares

    0.02% of the 13F portfolio, value $277,257.

    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 4,541 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $334,626.

    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 4,445 shares
    Change vs previous 13F -1,640 shares

    0.02% of the 13F portfolio, value $321,551.

    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 6,085 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $418,648.

    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).