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McAlvany Wealth Management LLC: EXE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlvany Wealth Management LLC on EXE, newest first. How the timeline and the estimate are built.

McAlvany Wealth Management LLC held 18,758 EXE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,758 shares
    Change vs previous 13F +2,013 shares

    1.28% of the 13F portfolio, value $1,710,572.

    13F-HR 0002123857-26-000004 filed by McAlvany Wealth Management 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/A 16,745 shares
    Change vs previous 13F +1,206 shares

    1.26% of the 13F portfolio, value $1,866,191.

    13F-HR/A 0002123857-26-000003 filed by McAlvany Wealth Management 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 15,539 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,714,905.

    13F-HR 0002123857-26-000001 filed by McAlvany Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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