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Disclosery

Apexium Financial, LP: XLI position timeline

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

Apexium Financial, LP held 17,221 XLI 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 17,221 shares
    Change vs previous 13F +83 shares

    0.13% of the 13F portfolio, value $2,655,956.

    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 17,138 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $2,528,258.

    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 17,149 shares
    Change vs previous 13F +77 shares

    0.13% of the 13F portfolio, value $2,247,742.

    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 17,072 shares
    Change vs previous 13F -667 shares

    0.14% of the 13F portfolio, value $2,249,399.

    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 17,739 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $2,402,510.

    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 17,757 shares
    Change vs previous 13F +140 shares

    0.15% of the 13F portfolio, value $2,164,078.

    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 17,617 shares
    Change vs previous 13F +1,386 shares

    0.17% of the 13F portfolio, value $2,219,037.

    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 16,231 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,850,172.

    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).