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OFI INVEST ASSET MANAGEMENT: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on EXC, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 255,674 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,674 shares
    Change vs previous 13F +218,720 shares

    0.11% of the 13F portfolio, value $10,605,814.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    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 36,954 shares
    Change vs previous 13F +18,979 shares

    0.02% of the 13F portfolio, value $1,757,688.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    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 17,975 shares
    Change vs previous 13F -1,018,020 shares

    0.01% of the 13F portfolio, value $753,656.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    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 1,035,995 shares
    Change vs previous 13F +32,313 shares

    0.84% of the 13F portfolio, value $39,685,222.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    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 1,003,682 shares
    Change vs previous 13F +45,963 shares

    0.92% of the 13F portfolio, value $37,125,589.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    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 957,719 shares
    Change vs previous 13F +252,042 shares

    1.07% of the 13F portfolio, value $40,855,111.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    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 705,677 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $25,651,069.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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