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Disclosery

Apexium Financial, LP: XLU position timeline

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

Apexium Financial, LP held 11,420 XLU 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 11,420 shares
    Change vs previous 13F -233 shares

    0.05% of the 13F portfolio, value $995,953.

    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 11,653 shares
    Change vs previous 13F +197 shares

    0.05% of the 13F portfolio, value $951,564.

    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 11,456 shares
    Change vs previous 13F -628 shares

    0.05% of the 13F portfolio, value $903,295.

    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 12,084 shares
    Change vs previous 13F -298 shares

    0.06% of the 13F portfolio, value $914,668.

    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 12,382 shares
    Change vs previous 13F -196 shares

    0.07% of the 13F portfolio, value $1,000,191.

    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 12,578 shares
    Change vs previous 13F +616 shares

    0.06% of the 13F portfolio, value $857,091.

    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 11,962 shares
    Change vs previous 13F -666 shares

    0.06% of the 13F portfolio, value $785,323.

    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 12,628 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $799,717.

    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).