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Disclosery

Apexium Financial, LP: SPY position timeline

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

Apexium Financial, LP held 694,962 SPY 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 694,962 shares
    Change vs previous 13F +3,986 shares

    22.52% of the 13F portfolio, value $462,969,671.

    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 690,976 shares
    Change vs previous 13F +3,154 shares

    22.65% of the 13F portfolio, value $426,919,286.

    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 687,822 shares
    Change vs previous 13F +13,801 shares

    22.94% of the 13F portfolio, value $384,760,513.

    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 674,021 shares
    Change vs previous 13F -297 shares

    23.97% of the 13F portfolio, value $395,030,161.

    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 674,318 shares
    Change vs previous 13F +3,152 shares

    25.51% of the 13F portfolio, value $386,896,697.

    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 671,166 shares
    Change vs previous 13F +10,146 shares

    26.09% of the 13F portfolio, value $365,261,756.

    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 661,020 shares
    Change vs previous 13F -6,341 shares

    26.22% of the 13F portfolio, value $345,759,593.

    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 667,361 shares
    Change vs previous 13F not available

    22.79% of the 13F portfolio, value $317,203,344.

    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).