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Disclosery

Apexium Financial, LP: WM position timeline

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

Apexium Financial, LP held 977 WM 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 977 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $215,688.

    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 951 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $217,567.

    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 898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,893.

    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).