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Disclosery

Exchange Capital Management, Inc.: GWRE position timeline

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

Exchange Capital Management, Inc. held 27,564 GWRE shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,564 shares
    Change vs previous 13F -13,647 shares

    0.97% of the 13F portfolio, value $6,489,826.

    13F-HR 0001104659-25-069257 filed by Exchange 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 ended2025-03-31
    13F 41,211 shares
    Change vs previous 13F -1,233 shares

    1.25% of the 13F portfolio, value $7,721,199.

    13F-HR 0001104659-25-043090 filed by Exchange 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 ended2024-12-31
    13F 42,444 shares
    Change vs previous 13F -8,412 shares

    1.14% of the 13F portfolio, value $7,155,125.

    13F-HR 0001104659-25-009082 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 50,856 shares
    Change vs previous 13F -4,044 shares

    1.48% of the 13F portfolio, value $9,303,597.

    13F-HR 0001104659-24-113302 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 54,900 shares
    Change vs previous 13F -4,410 shares

    1.23% of the 13F portfolio, value $7,570,161.

    13F-HR 0001104659-24-081772 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 59,310 shares
    Change vs previous 13F -1,525 shares

    1.13% of the 13F portfolio, value $6,922,070.

    13F-HR 0001104659-24-048870 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 60,835 shares
    Change vs previous 13F -1,504 shares

    1.19% of the 13F portfolio, value $6,633,448.

    13F-HR 0001104659-24-012024 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 62,339 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,610,510.

    13F-HR 0001104659-23-112530 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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