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Disclosery

Apexium Financial, LP: VTV position timeline

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

Apexium Financial, LP held 22,880 VTV 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 22,880 shares
    Change vs previous 13F -208 shares

    0.21% of the 13F portfolio, value $4,285,838.

    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 23,088 shares
    Change vs previous 13F -2,956 shares

    0.22% of the 13F portfolio, value $4,100,475.

    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 26,044 shares
    Change vs previous 13F +5,979 shares

    0.27% of the 13F portfolio, value $4,498,790.

    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 20,065 shares
    Change vs previous 13F +6,500 shares

    0.21% of the 13F portfolio, value $3,397,005.

    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 13,565 shares
    Change vs previous 13F -1,958 shares

    0.16% of the 13F portfolio, value $2,368,042.

    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 15,523 shares
    Change vs previous 13F -87 shares

    0.18% of the 13F portfolio, value $2,503,385.

    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 15,610 shares
    Change vs previous 13F +5,429 shares

    0.19% of the 13F portfolio, value $2,542,245.

    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 10,181 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,522,060.

    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).