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Disclosery

Global Financial Private Client, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Financial Private Client, LLC on EXC, newest first. How the timeline and the estimate are built.

Global Financial Private Client, LLC held 21,401 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,401 shares
    Change vs previous 13F +521 shares

    0.27% of the 13F portfolio, value $997,705.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 20,880 shares
    Change vs previous 13F +1,128 shares

    0.33% of the 13F portfolio, value $1,023,539.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 19,752 shares
    Change vs previous 13F +193 shares

    0.3% of the 13F portfolio, value $861,007.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 19,559 shares
    Change vs previous 13F +1,936 shares

    0.31% of the 13F portfolio, value $880,335.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 17,623 shares
    Change vs previous 13F +17,577 shares

    0.29% of the 13F portfolio, value $765,195.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 46 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $2,120.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 13 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $489.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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