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HighPoint Advisor Group LLC: EXC position timeline

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

HighPoint Advisor Group LLC held 11,881 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,881 shares
    Change vs previous 13F +234 shares

    0.02% of the 13F portfolio, value $553,879.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 11,647 shares
    Change vs previous 13F -83,208 shares

    0.02% of the 13F portfolio, value $570,931.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 94,855 shares
    Change vs previous 13F +12,190 shares

    0.09% of the 13F portfolio, value $4,134,751.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 82,665 shares
    Change vs previous 13F +2,138 shares

    0.18% of the 13F portfolio, value $3,720,729.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 80,527 shares
    Change vs previous 13F +311 shares

    0.19% of the 13F portfolio, value $3,496,486.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 80,216 shares
    Change vs previous 13F -396 shares

    0.22% of the 13F portfolio, value $3,758,118.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 80,612 shares
    Change vs previous 13F -4,198 shares

    0.19% of the 13F portfolio, value $3,414,732.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,810 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,235,503.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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