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Disclosery

Apexium Financial, LP: VBR position timeline

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

Apexium Financial, LP held 2,764 VBR 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 2,764 shares
    Change vs previous 13F -364 shares

    0.03% of the 13F portfolio, value $579,024.

    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 3,128 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $612,513.

    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 3,058 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $569,675.

    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 3,024 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $599,296.

    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 3,049 shares
    Change vs previous 13F +79 shares

    0.04% of the 13F portfolio, value $612,178.

    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 2,970 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $544,691.

    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 2,845 shares
    Change vs previous 13F +1,694 shares

    0.04% of the 13F portfolio, value $545,849.

    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 1,151 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,210.

    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).