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Disclosery

Apexium Financial, LP: XLB position timeline

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

Apexium Financial, LP held 6,028 XLB 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 6,028 shares
    Change vs previous 13F -206 shares

    0.03% of the 13F portfolio, value $540,263.

    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 6,234 shares
    Change vs previous 13F -742 shares

    0.03% of the 13F portfolio, value $547,406.

    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 6,976 shares
    Change vs previous 13F +354 shares

    0.04% of the 13F portfolio, value $599,803.

    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 6,622 shares
    Change vs previous 13F +331 shares

    0.03% of the 13F portfolio, value $557,134.

    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 6,291 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $606,280.

    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 6,179 shares
    Change vs previous 13F -267 shares

    0.04% of the 13F portfolio, value $545,683.

    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 6,446 shares
    Change vs previous 13F +760 shares

    0.05% of the 13F portfolio, value $598,724.

    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 5,686 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $486,381.

    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).