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Disclosery

Ellis Investment Partners, LLC: KXI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on KXI, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 4,022 KXI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,022 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $271,634.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 3,983 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $266,956.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 3,983 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $257,554.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 3,945 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $254,002.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 3,946 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $257,988.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 3,913 shares
    Change vs previous 13F -419 shares

    0.05% of the 13F portfolio, value $250,604.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 4,332 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $261,165.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 4,483 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $294,755.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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