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Private Advisor Group, LLC: EXC position timeline

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

Private Advisor Group, LLC held 60,535 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,535 shares
    Change vs previous 13F -18,188 shares

    0.01% of the 13F portfolio, value $2,822,133.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 78,723 shares
    Change vs previous 13F -5,447 shares

    0.02% of the 13F portfolio, value $3,859,002.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 84,170 shares
    Change vs previous 13F +5,926 shares

    0.02% of the 13F portfolio, value $3,668,944.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 78,244 shares
    Change vs previous 13F -2,345 shares

    0.02% of the 13F portfolio, value $3,521,762.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 80,589 shares
    Change vs previous 13F +6,849 shares

    0.02% of the 13F portfolio, value $3,499,175.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 73,740 shares
    Change vs previous 13F +9,179 shares

    0.02% of the 13F portfolio, value $3,397,936.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 64,561 shares
    Change vs previous 13F +6,900 shares

    0.01% of the 13F portfolio, value $2,430,062.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 57,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,338,158.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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