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Disclosery

Apexium Financial, LP: XLE position timeline

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

Apexium Financial, LP held 29,571 XLE 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 29,571 shares
    Change vs previous 13F -1,776 shares

    0.13% of the 13F portfolio, value $2,641,917.

    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 31,347 shares
    Change vs previous 13F -5,457 shares

    0.14% of the 13F portfolio, value $2,658,546.

    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 36,804 shares
    Change vs previous 13F +8,570 shares

    0.21% of the 13F portfolio, value $3,439,321.

    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 28,234 shares
    Change vs previous 13F +11,907 shares

    0.15% of the 13F portfolio, value $2,418,516.

    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 16,327 shares
    Change vs previous 13F +245 shares

    0.09% of the 13F portfolio, value $1,433,477.

    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 16,082 shares
    Change vs previous 13F -553 shares

    0.1% of the 13F portfolio, value $1,465,839.

    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 16,635 shares
    Change vs previous 13F -1,960 shares

    0.12% of the 13F portfolio, value $1,570,508.

    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 18,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,559,027.

    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).