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Disclosery

Apexium Financial, LP: SMOT position timeline

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

Apexium Financial, LP held 329,963 SMOT 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 329,963 shares
    Change vs previous 13F +5,207 shares

    0.58% of the 13F portfolio, value $11,905,064.

    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 324,756 shares
    Change vs previous 13F -18,739 shares

    0.6% of the 13F portfolio, value $11,301,513.

    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 343,495 shares
    Change vs previous 13F +12,041 shares

    0.67% of the 13F portfolio, value $11,263,195.

    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 331,454 shares
    Change vs previous 13F +35,259 shares

    0.69% of the 13F portfolio, value $11,425,222.

    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 296,195 shares
    Change vs previous 13F +86,032 shares

    0.68% of the 13F portfolio, value $10,375,715.

    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 210,163 shares
    Change vs previous 13F +28,902 shares

    0.48% of the 13F portfolio, value $6,716,815.

    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 181,261 shares
    Change vs previous 13F +37,395 shares

    0.47% of the 13F portfolio, value $6,182,811.

    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 143,866 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,531,782.

    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).