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Disclosery

Apexium Financial, LP: WBD position timeline

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

Apexium Financial, LP held 16,137 WBD 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 16,137 shares
    Change vs previous 13F +2,355 shares

    0.02% of the 13F portfolio, value $315,156.

    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 13,782 shares
    Change vs previous 13F -489 shares

    0.01% of the 13F portfolio, value $157,942.

    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 14,271 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $153,128.

    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 13,783 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $145,687.

    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 13,829 shares
    Change vs previous 13F +849 shares

    0.01% of the 13F portfolio, value $114,089.

    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 12,980 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $96,571.

    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 12,981 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $113,324.

    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 13,023 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $148,202.

    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).