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Disclosery

Apexium Financial, LP: SDY position timeline

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

Apexium Financial, LP held 59,965 SDY 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 59,965 shares
    Change vs previous 13F -1,054 shares

    0.41% of the 13F portfolio, value $8,398,076.

    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 61,019 shares
    Change vs previous 13F -3,961 shares

    0.44% of the 13F portfolio, value $8,282,138.

    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 64,980 shares
    Change vs previous 13F +2,899 shares

    0.53% of the 13F portfolio, value $8,816,433.

    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 62,081 shares
    Change vs previous 13F -171 shares

    0.5% of the 13F portfolio, value $8,200,942.

    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 62,252 shares
    Change vs previous 13F -5,725 shares

    0.58% of the 13F portfolio, value $8,842,290.

    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 67,977 shares
    Change vs previous 13F -1,916 shares

    0.62% of the 13F portfolio, value $8,645,305.

    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 69,893 shares
    Change vs previous 13F -2,346 shares

    0.7% of the 13F portfolio, value $9,172,743.

    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 72,239 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,027,682.

    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).