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Disclosery

J. W. Coons Advisors, LLC: EXR position timeline

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

J. W. Coons Advisors, LLC held 10,163 EXR shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,163 shares
    Change vs previous 13F +951 shares

    0.34% of the 13F portfolio, value $1,498,365.

    13F-HR 0001765380-25-000287 filed by J. W. Coons 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 ended2025-03-31
    13F 9,212 shares
    Change vs previous 13F +378 shares

    0.36% of the 13F portfolio, value $1,367,827.

    13F-HR 0001765380-25-000170 filed by J. W. Coons 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 ended2024-12-31
    13F 8,834 shares
    Change vs previous 13F -51 shares

    0.34% of the 13F portfolio, value $1,321,564.

    13F-HR 0001765380-25-000034 filed by J. W. Coons 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 ended2024-09-30
    13F 8,885 shares
    Change vs previous 13F -43 shares

    0.4% of the 13F portfolio, value $1,600,933.

    13F-HR 0001765380-24-000409 filed by J. W. Coons 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 ended2024-06-30
    13F 8,928 shares
    Change vs previous 13F +2,132 shares

    0.34% of the 13F portfolio, value $1,387,571.

    13F-HR 0001765380-24-000246 filed by J. W. Coons 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 ended2024-03-31
    13F 6,796 shares
    Change vs previous 13F -264 shares

    0.23% of the 13F portfolio, value $999,012.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 7,060 shares
    Change vs previous 13F +131 shares

    0.31% of the 13F portfolio, value $1,131,930.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,929 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $842,428.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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