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Disclosery

Apexium Financial, LP: XLV position timeline

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

Apexium Financial, LP held 34,252 XLV 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 34,252 shares
    Change vs previous 13F -2,150 shares

    0.23% of the 13F portfolio, value $4,766,840.

    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 36,402 shares
    Change vs previous 13F -6,709 shares

    0.26% of the 13F portfolio, value $4,906,683.

    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 43,111 shares
    Change vs previous 13F +11,686 shares

    0.38% of the 13F portfolio, value $6,294,592.

    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 31,425 shares
    Change vs previous 13F +11,091 shares

    0.26% of the 13F portfolio, value $4,323,199.

    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 20,334 shares
    Change vs previous 13F +104 shares

    0.21% of the 13F portfolio, value $3,131,776.

    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 20,230 shares
    Change vs previous 13F -218 shares

    0.21% of the 13F portfolio, value $2,948,451.

    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 20,448 shares
    Change vs previous 13F +1,082 shares

    0.23% of the 13F portfolio, value $3,020,849.

    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 19,366 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,641,141.

    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).