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Disclosery

J.Safra Asset Management Corp: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on EXC, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 105 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,895.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 105 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,147.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 105 shares
    Change vs previous 13F -740 shares

    <0.01% of the 13F portfolio, value $4,577.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 845 shares
    Change vs previous 13F +845 shares

    <0.01% of the 13F portfolio, value $38,022.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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/A 0 shares
    Change vs previous 13F -1 shares

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 1 shares
    Change vs previous 13F -1,601 shares

    <0.01% of the 13F portfolio, value $39.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 1,602 shares
    Change vs previous 13F +800 shares

    <0.01% of the 13F portfolio, value $60,283.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,385.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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