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Disclosery

Apexium Financial, LP: USMV position timeline

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

Apexium Financial, LP held 55,664 USMV 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 55,664 shares
    Change vs previous 13F -1,340 shares

    0.26% of the 13F portfolio, value $5,295,867.

    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 57,004 shares
    Change vs previous 13F -870 shares

    0.28% of the 13F portfolio, value $5,350,944.

    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 57,874 shares
    Change vs previous 13F -891 shares

    0.32% of the 13F portfolio, value $5,420,451.

    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 58,765 shares
    Change vs previous 13F -784 shares

    0.32% of the 13F portfolio, value $5,217,712.

    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 59,549 shares
    Change vs previous 13F -2,420 shares

    0.36% of the 13F portfolio, value $5,437,398.

    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 61,969 shares
    Change vs previous 13F -884 shares

    0.37% of the 13F portfolio, value $5,202,916.

    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 62,853 shares
    Change vs previous 13F -2,663 shares

    0.4% of the 13F portfolio, value $5,253,216.

    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 65,516 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,112,200.

    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).