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Disclosery

INVESTED ADVISORS: EXC position timeline

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

INVESTED ADVISORS held 10,400 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 10,400 shares
    Change vs previous 13F +449 shares

    0.43% of the 13F portfolio, value $484,848.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 9,951 shares
    Change vs previous 13F +36 shares

    0.49% of the 13F portfolio, value $487,798.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 9,915 shares
    Change vs previous 13F +3,000 shares

    0.45% of the 13F portfolio, value $432,195.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 6,915 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $264,084.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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