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Disclosery

Partnership Wealth Management, LLC: EXC position timeline

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

Partnership Wealth Management, LLC held 13,467 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $544,067.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $627,832.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $660,152.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth 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 ended2025-12-31
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $587,027.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth 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 ended2025-09-30
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $606,150.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth 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 ended2025-06-30
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $584,737.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth 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 ended2025-03-31
    13F 13,467 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $620,559.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth 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 ended2024-12-31
    13F 13,467 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $506,898.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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