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Disclosery

Apexium Financial, LP: WMT position timeline

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

Apexium Financial, LP held 6,562 WMT 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 6,562 shares
    Change vs previous 13F +162 shares

    0.03% of the 13F portfolio, value $676,307.

    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 6,400 shares
    Change vs previous 13F +235 shares

    0.03% of the 13F portfolio, value $625,776.

    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 6,165 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $542,109.

    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 6,116 shares
    Change vs previous 13F +895 shares

    0.03% of the 13F portfolio, value $553,372.

    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 5,221 shares
    Change vs previous 13F +768 shares

    0.03% of the 13F portfolio, value $421,600.

    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 4,453 shares
    Change vs previous 13F +399 shares

    0.02% of the 13F portfolio, value $301,500.

    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 4,054 shares
    Change vs previous 13F -25,814 shares

    0.02% of the 13F portfolio, value $243,912.

    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 29,868 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,708,634.

    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).