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Disclosery

Apexium Financial, LP: XLF position timeline

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

Apexium Financial, LP held 51,803 XLF 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 51,803 shares
    Change vs previous 13F +285 shares

    0.14% of the 13F portfolio, value $2,790,615.

    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 51,518 shares
    Change vs previous 13F +624 shares

    0.14% of the 13F portfolio, value $2,697,982.

    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 50,894 shares
    Change vs previous 13F +5,749 shares

    0.15% of the 13F portfolio, value $2,535,007.

    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 45,145 shares
    Change vs previous 13F +655 shares

    0.13% of the 13F portfolio, value $2,181,865.

    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 44,490 shares
    Change vs previous 13F +736 shares

    0.13% of the 13F portfolio, value $2,016,267.

    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 43,754 shares
    Change vs previous 13F +407 shares

    0.13% of the 13F portfolio, value $1,798,712.

    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 43,347 shares
    Change vs previous 13F +826 shares

    0.14% of the 13F portfolio, value $1,825,763.

    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 42,521 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,598,801.

    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).