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Disclosery

DOLIVER ADVISORS, LP: EXE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOLIVER ADVISORS, LP on EXE, newest first. How the timeline and the estimate are built.

DOLIVER ADVISORS, LP held 9,602 EXE shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,602 shares
    Change vs previous 13F +194 shares

    0.18% of the 13F portfolio, value $807,432.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,408 shares
    Change vs previous 13F -142 shares

    0.19% of the 13F portfolio, value $857,916.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,550 shares
    Change vs previous 13F -239 shares

    0.24% of the 13F portfolio, value $1,048,399.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,789 shares
    Change vs previous 13F -262 shares

    0.27% of the 13F portfolio, value $1,080,314.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,051 shares
    Change vs previous 13F +6,156 shares

    0.28% of the 13F portfolio, value $1,067,818.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,895 shares
    Change vs previous 13F -113 shares

    0.12% of the 13F portfolio, value $455,481.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,008 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $446,171.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,013 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $399,494.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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