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Disclosery

Apexium Financial, LP: TFC position timeline

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

Apexium Financial, LP held 6,106 TFC 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 6,106 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $279,166.

    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 6,018 shares
    Change vs previous 13F +587 shares

    0.01% of the 13F portfolio, value $258,732.

    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 5,431 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $223,486.

    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 5,402 shares
    Change vs previous 13F +460 shares

    0.01% of the 13F portfolio, value $234,339.

    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 4,942 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $211,369.

    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 5,210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,416.

    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).