Brendel Financial Advisors LLC: EXPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on EXPD, newest first. How the timeline and the estimate are built.
Brendel Financial Advisors LLC held 28,146 EXPD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 28,146 sharesChange vs previous 13F +642 shares
2.12% of the 13F portfolio, value $4,587,236.
13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,504 sharesChange vs previous 13F -770 shares
1.95% of the 13F portfolio, value $3,939,398.
13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,274 sharesChange vs previous 13F +28,274 shares
2.07% of the 13F portfolio, value $4,213,109.
13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -26,236 shares
13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 26,236 sharesChange vs previous 13F not available
1.92% of the 13F portfolio, value $3,155,000.
13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).