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HFM Investment Advisors, LLC: EXC position timeline

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

HFM Investment Advisors, LLC held 3,075 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,075 shares
    Change vs previous 13F -49 shares

    0.05% of the 13F portfolio, value $143,357.

    13F-HR 0002067972-26-000008 filed by HFM Investment Advisors, 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 3,124 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $153,138.

    13F-HR 0002067972-26-000004 filed by HFM Investment Advisors, 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 3,124 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $136,176.

    13F-HR 0002067972-26-000002 filed by HFM Investment Advisors, 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 3,060 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $137,731.

    13F-HR 0002067972-25-000009 filed by HFM Investment Advisors, 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 3,062 shares
    Change vs previous 13F +293 shares

    0.06% of the 13F portfolio, value $132,952.

    13F-HR 0002067972-25-000004 filed by HFM Investment Advisors, 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 2,769 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $127,596.

    13F-HR 0002067972-25-000002 filed by HFM Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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