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Disclosery

Apexium Financial, LP: XLK position timeline

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

Apexium Financial, LP held 46,317 XLK 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 46,317 shares
    Change vs previous 13F +185 shares

    0.64% of the 13F portfolio, value $13,054,869.

    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 46,132 shares
    Change vs previous 13F -1,226 shares

    0.62% of the 13F portfolio, value $11,681,969.

    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 47,358 shares
    Change vs previous 13F +1,917 shares

    0.58% of the 13F portfolio, value $9,778,401.

    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 45,441 shares
    Change vs previous 13F -294 shares

    0.64% of the 13F portfolio, value $10,565,911.

    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 45,735 shares
    Change vs previous 13F +1,172 shares

    0.68% of the 13F portfolio, value $10,325,241.

    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 44,563 shares
    Change vs previous 13F +1,883 shares

    0.72% of the 13F portfolio, value $10,081,426.

    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 42,680 shares
    Change vs previous 13F +1,018 shares

    0.67% of the 13F portfolio, value $8,889,044.

    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 41,662 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,019,022.

    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).