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Disclosery

Exchange Bank: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Exchange Bank on MA, newest first. How the timeline and the estimate are built.

Exchange Bank held 1,222 MA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,222 shares
    Change vs previous 13F -34 shares

    0.42% of the 13F portfolio, value $673,897.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,256 shares
    Change vs previous 13F +62 shares

    0.4% of the 13F portfolio, value $645,082.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 1,194 shares
    Change vs previous 13F -27 shares

    0.41% of the 13F portfolio, value $596,595.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 1,221 shares
    Change vs previous 13F +27 shares

    0.48% of the 13F portfolio, value $697,046.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    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 1,194 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $679,157.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    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 1,194 shares
    Change vs previous 13F -8 shares

    0.53% of the 13F portfolio, value $670,956.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    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 1,202 shares
    Change vs previous 13F -37 shares

    0.53% of the 13F portfolio, value $658,838.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    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 1,239 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $652,420.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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