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Disclosery

Apexium Financial, LP: XLP position timeline

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

Apexium Financial, LP held 44,714 XLP 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 44,714 shares
    Change vs previous 13F -503 shares

    0.17% of the 13F portfolio, value $3,504,241.

    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 45,217 shares
    Change vs previous 13F +16 shares

    0.19% of the 13F portfolio, value $3,661,257.

    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 45,201 shares
    Change vs previous 13F +1,594 shares

    0.22% of the 13F portfolio, value $3,691,551.

    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 43,607 shares
    Change vs previous 13F -408 shares

    0.21% of the 13F portfolio, value $3,427,939.

    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 44,015 shares
    Change vs previous 13F -1,325 shares

    0.24% of the 13F portfolio, value $3,653,281.

    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 45,340 shares
    Change vs previous 13F -745 shares

    0.25% of the 13F portfolio, value $3,472,122.

    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 46,085 shares
    Change vs previous 13F +2,271 shares

    0.27% of the 13F portfolio, value $3,519,035.

    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 43,814 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,155,916.

    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).