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AFFINITY INVESTMENT ADVISORS, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY INVESTMENT ADVISORS, LLC on EXC, newest first. How the timeline and the estimate are built.

AFFINITY INVESTMENT ADVISORS, LLC held 30,235 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,235 shares
    Change vs previous 13F +2,055 shares

    0.71% of the 13F portfolio, value $1,409,556.

    13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,180 shares
    Change vs previous 13F +811 shares

    0.86% of the 13F portfolio, value $1,381,384.

    13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,369 shares
    Change vs previous 13F +4,761 shares

    0.79% of the 13F portfolio, value $1,193,015.

    13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,608 shares
    Change vs previous 13F -472 shares

    0.69% of the 13F portfolio, value $1,017,586.

    13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,080 shares
    Change vs previous 13F -4,455 shares

    0.76% of the 13F portfolio, value $1,002,134.

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,535 shares
    Change vs previous 13F +9,203 shares

    1.03% of the 13F portfolio, value $1,268,813.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,332 shares
    Change vs previous 13F -1,262 shares

    0.57% of the 13F portfolio, value $690,016.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,594 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $794,537.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).