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Disclosery

Ethos Capital Management, Inc.: EXC position timeline

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

Ethos Capital Management, Inc. held 9,872 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,872 shares
    Change vs previous 13F -27,342 shares

    0.33% of the 13F portfolio, value $460,253.

    13F-HR 0002106214-26-000003 filed by Ethos Capital Management, Inc.
    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 37,214 shares
    Change vs previous 13F +6,377 shares

    1.56% of the 13F portfolio, value $1,824,209.

    13F-HR 0002106214-26-000002 filed by Ethos Capital Management, Inc.
    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 30,837 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,344,184.

    13F-HR 0002106214-26-000001 filed by Ethos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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