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EAGLE WEALTH STRATEGIES LLC: EXC position timeline

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

EAGLE WEALTH STRATEGIES LLC held 5,865 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,865 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $273,438.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 5,858 shares
    Change vs previous 13F -146 shares

    0.13% of the 13F portfolio, value $287,179.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 6,004 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $261,716.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 5,995 shares
    Change vs previous 13F +973 shares

    0.13% of the 13F portfolio, value $269,844.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 5,022 shares
    Change vs previous 13F +56 shares

    0.12% of the 13F portfolio, value $218,070.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 4,966 shares
    Change vs previous 13F +4,966 shares

    0.14% of the 13F portfolio, value $228,855.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 0 shares
    Change vs previous 13F -5,106 shares

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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.

  8. period ended2024-09-30
    13F 5,106 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $207,067.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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