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Disclosery

FLPUTNAM INVESTMENT MANAGEMENT CO: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLPUTNAM INVESTMENT MANAGEMENT CO on EXC, newest first. How the timeline and the estimate are built.

FLPUTNAM INVESTMENT MANAGEMENT CO held 96,982 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,982 shares
    Change vs previous 13F +618 shares

    0.05% of the 13F portfolio, value $4,521,301.

    13F-HR 0001140334-26-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 96,364 shares
    Change vs previous 13F -48,191 shares

    0.07% of the 13F portfolio, value $4,723,742.

    13F-HR 0001140334-26-000003 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 144,555 shares
    Change vs previous 13F +3,389 shares

    0.09% of the 13F portfolio, value $6,301,173.

    13F-HR 0001140334-26-000001 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 141,166 shares
    Change vs previous 13F -1,354 shares

    0.09% of the 13F portfolio, value $6,353,873.

    13F-HR 0001140334-25-000007 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 142,520 shares
    Change vs previous 13F +11,742 shares

    0.11% of the 13F portfolio, value $6,188,210.

    13F-HR 0001140334-25-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 130,778 shares
    Change vs previous 13F +130,778 shares

    0.11% of the 13F portfolio, value $6,026,241.

    13F-HR 0001140334-25-000004 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001140334-24-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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.