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Disclosery

NEOS Investment Management LLC: EXC position timeline

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

NEOS Investment Management LLC held 779,857 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 779,857 shares
    Change vs previous 13F +98,429 shares

    0.13% of the 13F portfolio, value $36,356,934.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 681,428 shares
    Change vs previous 13F +101,885 shares

    0.17% of the 13F portfolio, value $33,403,601.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 579,543 shares
    Change vs previous 13F +112,038 shares

    0.15% of the 13F portfolio, value $25,262,280.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    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 467,505 shares
    Change vs previous 13F +189,338 shares

    0.16% of the 13F portfolio, value $21,042,399.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    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 278,167 shares
    Change vs previous 13F +99,580 shares

    0.15% of the 13F portfolio, value $12,078,011.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 178,587 shares
    Change vs previous 13F +47,221 shares

    0.16% of the 13F portfolio, value $8,229,288.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    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 131,366 shares
    Change vs previous 13F +26,715 shares

    0.12% of the 13F portfolio, value $4,944,616.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    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 104,651 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,243,598.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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