Skip to content

Apexium Financial, LP: V position timeline

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

Apexium Financial, LP held 3,723 V 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 3,723 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $1,270,822.

    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 3,768 shares
    Change vs previous 13F +118 shares

    0.07% of the 13F portfolio, value $1,337,822.

    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 3,650 shares
    Change vs previous 13F +192 shares

    0.08% of the 13F portfolio, value $1,279,172.

    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 3,458 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $1,092,860.

    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 3,540 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $973,323.

    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 3,478 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $912,871.

    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 3,431 shares
    Change vs previous 13F -4,180 shares

    0.07% of the 13F portfolio, value $957,523.

    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 7,611 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,981,524.

    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).