Apex Wealth Management, LLCETFConcentrated trader

CIK: 0002056695 | BEDFORD, NH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	60	$169.9M	2026-10-20	SEC ↗
Q2 2026	13F-HR	63	$163.7M	2026-08-11	SEC ↗
Q1 2026	13F-HR	57	$145.7M	2026-04-15	SEC ↗
Q4 2025	13F-HR	50	$98.5M	2026-01-26	SEC ↗
Q3 2025	13F-HR	59	$139.9M	2025-10-23	SEC ↗
Q2 2025	13F-HR	55	$124.6M	2025-08-08	SEC ↗
Q1 2025	13F-HR	49	$111.2M	2025-04-29	SEC ↗
Q4 2024	13F-HR	50	$115.9M	2025-02-14	SEC ↗