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Disclosery

Eagle Bluffs Wealth Management LLC: EXC position timeline

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

Eagle Bluffs Wealth Management LLC held 4,866 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,866 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $226,853.

    13F-HR 0001951757-26-001101 filed by Eagle Bluffs Wealth Management 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 4,941 shares
    Change vs previous 13F +4,941 shares

    0.09% of the 13F portfolio, value $242,208.

    13F-HR 0001951757-26-000726 filed by Eagle Bluffs Wealth Management 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 0 shares
    Change vs previous 13F -4,543 shares

    13F-HR 0001951757-26-000448 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,543 shares
    Change vs previous 13F +4,543 shares

    0.09% of the 13F portfolio, value $204,480.

    13F-HR 0001951757-25-001284 filed by Eagle Bluffs Wealth Management 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 0 shares
    Change vs previous 13F -4,514 shares

    13F-HR 0001951757-25-000880 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 4,514 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $208,005.

    13F-HR 0001951757-25-000526 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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