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Disclosery

Apexium Financial, LP: SHDG position timeline

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

Apexium Financial, LP held 4,486,247 SHDG 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 4,486,247 shares
    Change vs previous 13F -119,229 shares

    6.91% of the 13F portfolio, value $142,095,597.

    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 4,605,476 shares
    Change vs previous 13F -10,654 shares

    7.26% of the 13F portfolio, value $136,907,911.

    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 4,616,130 shares
    Change vs previous 13F +108,525 shares

    7.66% of the 13F portfolio, value $128,444,739.

    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 4,507,605 shares
    Change vs previous 13F +153,610 shares

    7.97% of the 13F portfolio, value $131,252,451.

    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 4,353,995 shares
    Change vs previous 13F -495,518 shares

    8.28% of the 13F portfolio, value $125,522,185.

    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 4,849,513 shares
    Change vs previous 13F +98,445 shares

    9.49% of the 13F portfolio, value $132,891,195.

    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 4,751,068 shares
    Change vs previous 13F +18,444 shares

    9.5% of the 13F portfolio, value $125,215,818.

    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 4,732,624 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $115,853,207.

    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).