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Disclosery

Apexium Financial, LP: XLRE position timeline

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

Apexium Financial, LP held 9,468 XLRE 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 9,468 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $398,867.

    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 9,421 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $390,235.

    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 9,419 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $394,173.

    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 9,471 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $385,167.

    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 9,393 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $419,605.

    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 9,538 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $366,372.

    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 9,703 shares
    Change vs previous 13F +391 shares

    0.03% of the 13F portfolio, value $383,575.

    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 9,312 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $373,045.

    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).