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Disclosery

Apexium Financial, LP: VOO position timeline

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

Apexium Financial, LP held 35,423 VOO 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 35,423 shares
    Change vs previous 13F -348 shares

    1.06% of the 13F portfolio, value $21,720,143.

    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 35,771 shares
    Change vs previous 13F -3,174 shares

    1.08% of the 13F portfolio, value $20,346,798.

    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 38,945 shares
    Change vs previous 13F +2,992 shares

    1.19% of the 13F portfolio, value $20,013,992.

    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 35,953 shares
    Change vs previous 13F -22 shares

    1.18% of the 13F portfolio, value $19,371,743.

    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 35,975 shares
    Change vs previous 13F +916 shares

    1.25% of the 13F portfolio, value $19,010,022.

    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 35,059 shares
    Change vs previous 13F -393 shares

    1.25% of the 13F portfolio, value $17,563,293.

    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 35,452 shares
    Change vs previous 13F +56 shares

    1.29% of the 13F portfolio, value $17,041,737.

    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 35,396 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $15,461,186.

    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).