Skip to content
Disclosery

CRA Financial Services, LLC: EXC position timeline

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

CRA Financial Services, LLC held 6,308 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,308 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $294,064.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 6,162 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $302,046.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 6,180 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $269,372.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 6,085 shares
    Change vs previous 13F +871 shares

    0.04% of the 13F portfolio, value $273,872.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 5,214 shares
    Change vs previous 13F -478 shares

    0.03% of the 13F portfolio, value $226,392.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 5,692 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $262,287.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 6,053 shares
    Change vs previous 13F -579 shares

    0.04% of the 13F portfolio, value $227,835.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 6,632 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $268,928.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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