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AVISO WEALTH MANAGEMENT: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on EXC, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 24,535 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 24,535 shares
    Change vs previous 13F -121 shares

    0.39% of the 13F portfolio, value $1,143,832.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 24,656 shares
    Change vs previous 13F +8 shares

    0.54% of the 13F portfolio, value $1,208,652.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 24,648 shares
    Change vs previous 13F -1,363 shares

    0.45% of the 13F portfolio, value $1,074,412.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 26,011 shares
    Change vs previous 13F -702 shares

    0.51% of the 13F portfolio, value $1,170,767.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 26,713 shares
    Change vs previous 13F +878 shares

    0.54% of the 13F portfolio, value $1,159,895.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 25,835 shares
    Change vs previous 13F -741 shares

    0.63% of the 13F portfolio, value $1,190,456.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 26,576 shares
    Change vs previous 13F -126 shares

    0.51% of the 13F portfolio, value $1,000,316.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 26,702 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,082,779.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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