Skip to content
Disclosery

Apexium Financial, LP: WFC position timeline

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

Apexium Financial, LP held 4,642 WFC 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 4,642 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $389,052.

    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 4,628 shares
    Change vs previous 13F +668 shares

    0.02% of the 13F portfolio, value $370,795.

    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 3,960 shares
    Change vs previous 13F -8,976 shares

    0.02% of the 13F portfolio, value $284,308.

    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 12,936 shares
    Change vs previous 13F -36,724 shares

    0.06% of the 13F portfolio, value $908,626.

    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 49,660 shares
    Change vs previous 13F +36,869 shares

    0.18% of the 13F portfolio, value $2,805,279.

    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 12,791 shares
    Change vs previous 13F -36,427 shares

    0.05% of the 13F portfolio, value $759,656.

    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 49,218 shares
    Change vs previous 13F -49,307 shares

    0.22% of the 13F portfolio, value $2,852,655.

    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 98,525 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,849,407.

    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).