Skip to content
Disclosery

Apexium Financial, LP: TOLZ position timeline

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

Apexium Financial, LP held 27,241 TOLZ 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 27,241 shares
    Change vs previous 13F -2,677 shares

    0.07% of the 13F portfolio, value $1,474,179.

    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 29,918 shares
    Change vs previous 13F -9,522 shares

    0.09% of the 13F portfolio, value $1,646,071.

    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 39,440 shares
    Change vs previous 13F +17,090 shares

    0.12% of the 13F portfolio, value $2,085,907.

    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 22,350 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,097,832.

    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).