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Disclosery

Apexium Financial, LP: XLY position timeline

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

Apexium Financial, LP held 3,129 XLY 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 3,129 shares
    Change vs previous 13F -108 shares

    0.04% of the 13F portfolio, value $749,804.

    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 3,237 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $703,470.

    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 3,206 shares
    Change vs previous 13F +302 shares

    0.04% of the 13F portfolio, value $633,032.

    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 2,904 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $651,485.

    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 2,949 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $590,866.

    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 2,944 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $536,963.

    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 2,951 shares
    Change vs previous 13F +1,674 shares

    0.04% of the 13F portfolio, value $542,637.

    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 1,277 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $228,318.

    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).