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Disclosery

Apexium Financial, LP: SHY position timeline

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

Apexium Financial, LP held 6,805 SHY 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 6,805 shares
    Change vs previous 13F -1,672 shares

    0.03% of the 13F portfolio, value $564,562.

    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 8,477 shares
    Change vs previous 13F -94 shares

    0.04% of the 13F portfolio, value $702,397.

    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 8,571 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $709,119.

    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 8,601 shares
    Change vs previous 13F -1,378 shares

    0.04% of the 13F portfolio, value $705,131.

    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 9,979 shares
    Change vs previous 13F -2,461 shares

    0.05% of the 13F portfolio, value $829,777.

    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 12,440 shares
    Change vs previous 13F -1,239 shares

    0.07% of the 13F portfolio, value $1,015,690.

    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 13,679 shares
    Change vs previous 13F -137 shares

    0.08% of the 13F portfolio, value $1,118,642.

    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 13,816 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,133,473.

    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).