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Disclosery

Apexium Financial, LP: XLC position timeline

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

Apexium Financial, LP held 26,148 XLC 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 26,148 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,095,192.

    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 26,148 shares
    Change vs previous 13F +1,205 shares

    0.15% of the 13F portfolio, value $2,837,813.

    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 24,943 shares
    Change vs previous 13F +1,205 shares

    0.14% of the 13F portfolio, value $2,405,776.

    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 23,738 shares
    Change vs previous 13F +393 shares

    0.14% of the 13F portfolio, value $2,298,043.

    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 23,345 shares
    Change vs previous 13F +481 shares

    0.14% of the 13F portfolio, value $2,110,400.

    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 22,864 shares
    Change vs previous 13F -255 shares

    0.14% of the 13F portfolio, value $1,958,490.

    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 23,119 shares
    Change vs previous 13F +4,372 shares

    0.14% of the 13F portfolio, value $1,887,898.

    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 18,747 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,362,157.

    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).