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Disclosery

Apexium Financial, LP: SUB position timeline

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

Apexium Financial, LP held 26,605 SUB 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 26,605 shares
    Change vs previous 13F +7,691 shares

    0.14% of the 13F portfolio, value $2,840,878.

    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 18,914 shares
    Change vs previous 13F -488 shares

    0.11% of the 13F portfolio, value $2,011,286.

    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 19,402 shares
    Change vs previous 13F -339 shares

    0.12% of the 13F portfolio, value $2,048,803.

    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 19,741 shares
    Change vs previous 13F +509 shares

    0.13% of the 13F portfolio, value $2,082,266.

    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 19,232 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $2,042,295.

    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 19,257 shares
    Change vs previous 13F +65 shares

    0.14% of the 13F portfolio, value $2,013,339.

    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 19,192 shares
    Change vs previous 13F -815 shares

    0.15% of the 13F portfolio, value $2,009,978.

    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 20,007 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,109,338.

    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).