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Disclosery

Apexium Financial, LP: VGT position timeline

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

Apexium Financial, LP held 6,875 VGT 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 6,875 shares
    Change vs previous 13F -98 shares

    0.25% of the 13F portfolio, value $5,132,968.

    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 6,973 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $4,624,817.

    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 6,971 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $3,780,926.

    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 6,972 shares
    Change vs previous 13F +1,361 shares

    0.26% of the 13F portfolio, value $4,335,044.

    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 5,611 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $3,295,276.

    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 5,605 shares
    Change vs previous 13F -168 shares

    0.23% of the 13F portfolio, value $3,235,255.

    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 5,773 shares
    Change vs previous 13F +1,551 shares

    0.23% of the 13F portfolio, value $3,027,045.

    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 4,222 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,043,278.

    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).