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Disclosery

Apexium Financial, LP: TIP position timeline

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

Apexium Financial, LP held 4,717 TIP 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 4,717 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $524,616.

    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 4,771 shares
    Change vs previous 13F -996 shares

    0.03% of the 13F portfolio, value $525,026.

    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 5,767 shares
    Change vs previous 13F -950 shares

    0.04% of the 13F portfolio, value $640,658.

    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 6,717 shares
    Change vs previous 13F -3,354 shares

    0.04% of the 13F portfolio, value $715,729.

    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 10,071 shares
    Change vs previous 13F -3,267 shares

    0.07% of the 13F portfolio, value $1,112,597.

    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 13,338 shares
    Change vs previous 13F -1,519 shares

    0.1% of the 13F portfolio, value $1,424,193.

    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 14,857 shares
    Change vs previous 13F -1,109 shares

    0.12% of the 13F portfolio, value $1,595,795.

    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 15,966 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,716,151.

    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).