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Disclosery

Apexium Financial, LP: XLG position timeline

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

Apexium Financial, LP held 560,842 XLG 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 560,842 shares
    Change vs previous 13F +5,345 shares

    1.57% of the 13F portfolio, value $32,259,617.

    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 555,497 shares
    Change vs previous 13F +14,554 shares

    1.54% of the 13F portfolio, value $28,941,377.

    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 540,943 shares
    Change vs previous 13F -2,790 shares

    1.48% of the 13F portfolio, value $24,894,205.

    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 543,733 shares
    Change vs previous 13F -955 shares

    1.65% of the 13F portfolio, value $27,164,882.

    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 544,688 shares
    Change vs previous 13F +953 shares

    1.71% of the 13F portfolio, value $25,889,009.

    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 543,735 shares
    Change vs previous 13F +15,590 shares

    1.78% of the 13F portfolio, value $24,875,854.

    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 528,145 shares
    Change vs previous 13F +10,298 shares

    1.69% of the 13F portfolio, value $22,250,770.

    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 517,847 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $19,533,173.

    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).