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Disclosery

Apexium Financial, LP: SMH position timeline

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

Apexium Financial, LP held 55,420 SMH 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 55,420 shares
    Change vs previous 13F +4,809 shares

    0.88% of the 13F portfolio, value $18,086,830.

    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 50,611 shares
    Change vs previous 13F +8,815 shares

    0.75% of the 13F portfolio, value $14,114,361.

    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 41,796 shares
    Change vs previous 13F +6,574 shares

    0.53% of the 13F portfolio, value $8,838,574.

    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 35,222 shares
    Change vs previous 13F +5,497 shares

    0.52% of the 13F portfolio, value $8,529,631.

    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 29,725 shares
    Change vs previous 13F +1,014 shares

    0.48% of the 13F portfolio, value $7,295,895.

    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 28,711 shares
    Change vs previous 13F +2,467 shares

    0.53% of the 13F portfolio, value $7,484,844.

    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 26,244 shares
    Change vs previous 13F +3,133 shares

    0.45% of the 13F portfolio, value $5,904,540.

    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 23,111 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,041,345.

    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).