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Apexium Financial, LP: VTEB position timeline

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

Apexium Financial, LP held 28,691 VTEB 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 28,691 shares
    Change vs previous 13F -579 shares

    0.07% of the 13F portfolio, value $1,436,541.

    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 29,270 shares
    Change vs previous 13F +2,715 shares

    0.08% of the 13F portfolio, value $1,435,096.

    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 26,555 shares
    Change vs previous 13F +198 shares

    0.08% of the 13F portfolio, value $1,317,659.

    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 26,357 shares
    Change vs previous 13F +3,864 shares

    0.08% of the 13F portfolio, value $1,321,276.

    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 22,493 shares
    Change vs previous 13F +8,422 shares

    0.08% of the 13F portfolio, value $1,149,842.

    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 14,071 shares
    Change vs previous 13F +425 shares

    0.05% of the 13F portfolio, value $705,098.

    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 13,646 shares
    Change vs previous 13F +422 shares

    0.05% of the 13F portfolio, value $690,488.

    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 13,224 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $675,085.

    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).