Mutual Advisors, LLC: EXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mutual Advisors, LLC on EXC, newest first. How the timeline and the estimate are built.
Mutual Advisors, LLC held 5,856 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,856 sharesChange vs previous 13F -278 shares
0.01% of the 13F portfolio, value $272,990.
13F-HR 0001986152-26-000154 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,134 sharesChange vs previous 13F -1,092 shares
0.01% of the 13F portfolio, value $300,674.
13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,226 sharesChange vs previous 13F -34 shares
0.01% of the 13F portfolio, value $314,983.
13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,260 sharesChange vs previous 13F +2,412 shares
0.01% of the 13F portfolio, value $345,572.
13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,848 sharesChange vs previous 13F +78 shares
0.01% of the 13F portfolio, value $213,272.
13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,770 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $220,478.
13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).