Skip to content
Disclosery

Apexium Financial, LP: USFR position timeline

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

Apexium Financial, LP held 233,711 USFR 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 233,711 shares
    Change vs previous 13F -11,404 shares

    0.57% of the 13F portfolio, value $11,748,631.

    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 245,115 shares
    Change vs previous 13F -55,454 shares

    0.65% of the 13F portfolio, value $12,331,736.

    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 300,569 shares
    Change vs previous 13F +196,855 shares

    0.9% of the 13F portfolio, value $15,127,647.

    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 103,714 shares
    Change vs previous 13F +84,006 shares

    0.32% of the 13F portfolio, value $5,218,882.

    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 19,708 shares
    Change vs previous 13F +10,908 shares

    0.07% of the 13F portfolio, value $989,747.

    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 8,800 shares
    Change vs previous 13F -189 shares

    0.03% of the 13F portfolio, value $442,746.

    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 8,989 shares
    Change vs previous 13F -4,223 shares

    0.03% of the 13F portfolio, value $452,078.

    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 13,212 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $663,784.

    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).