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Grant/GrossMendelsohn, LLC: EXC position timeline

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

Grant/GrossMendelsohn, LLC held 7,470 EXC shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,470 shares
    Change vs previous 13F -210 shares

    0.19% of the 13F portfolio, value $347,206.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,680 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $289,075.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 7,680 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $311,424.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 7,680 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $265,805.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 7,680 shares
    Change vs previous 13F +725 shares

    0.14% of the 13F portfolio, value $290,842.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,955 shares
    Change vs previous 13F +1,407 shares

    0.1% of the 13F portfolio, value $243,495.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,548 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $209,659.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 5,548 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $231,407.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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