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Disclosery

Apexium Financial, LP: UNH position timeline

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

Apexium Financial, LP held 4,439 UNH 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 4,439 shares
    Change vs previous 13F -377 shares

    0.07% of the 13F portfolio, value $1,532,790.

    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 4,816 shares
    Change vs previous 13F -219 shares

    0.08% of the 13F portfolio, value $1,502,410.

    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 5,035 shares
    Change vs previous 13F +141 shares

    0.16% of the 13F portfolio, value $2,636,941.

    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 4,894 shares
    Change vs previous 13F -127 shares

    0.15% of the 13F portfolio, value $2,475,501.

    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 5,021 shares
    Change vs previous 13F -13 shares

    0.19% of the 13F portfolio, value $2,935,422.

    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 5,034 shares
    Change vs previous 13F -25 shares

    0.18% of the 13F portfolio, value $2,563,864.

    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 5,059 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $2,502,929.

    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 5,027 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,646,822.

    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).