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Disclosery

Apexium Financial, LP: T position timeline

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

Apexium Financial, LP held 82,662 T 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 82,662 shares
    Change vs previous 13F +7,506 shares

    0.11% of the 13F portfolio, value $2,334,385.

    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 75,156 shares
    Change vs previous 13F -1,651 shares

    0.12% of the 13F portfolio, value $2,175,017.

    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 76,807 shares
    Change vs previous 13F +8,609 shares

    0.13% of the 13F portfolio, value $2,172,110.

    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 68,198 shares
    Change vs previous 13F +2,630 shares

    0.09% of the 13F portfolio, value $1,552,875.

    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 65,568 shares
    Change vs previous 13F +3,997 shares

    0.1% of the 13F portfolio, value $1,442,487.

    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 61,571 shares
    Change vs previous 13F +3,237 shares

    0.08% of the 13F portfolio, value $1,176,617.

    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 58,334 shares
    Change vs previous 13F -636 shares

    0.08% of the 13F portfolio, value $1,026,679.

    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 58,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $989,510.

    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).