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Disclosery

Costello Asset Management, INC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on EXC, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 17,215 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,215 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $802,546.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 17,205 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $843,371.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 17,207 shares
    Change vs previous 13F -159 shares

    0.25% of the 13F portfolio, value $750,070.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 17,366 shares
    Change vs previous 13F -87 shares

    0.26% of the 13F portfolio, value $781,664.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 17,453 shares
    Change vs previous 13F +7,308 shares

    0.28% of the 13F portfolio, value $757,829.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 10,145 shares
    Change vs previous 13F -120 shares

    0.19% of the 13F portfolio, value $467,458.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 10,265 shares
    Change vs previous 13F +4 shares

    0.26% of the 13F portfolio, value $386,392.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 10,261 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $416,082.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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