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Providence Wealth Advisors, LLC: EXC position timeline

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

Providence Wealth Advisors, LLC held 40,334 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,334 shares
    Change vs previous 13F -94 shares

    1.12% of the 13F portfolio, value $1,900,455.

    13F-HR 0001104659-26-088277 filed by Providence Wealth Advisors, 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 40,428 shares
    Change vs previous 13F +639 shares

    1.25% of the 13F portfolio, value $1,973,304.

    13F-HR 0001104659-26-055545 filed by Providence Wealth Advisors, 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 39,789 shares
    Change vs previous 13F -2,243 shares

    1.07% of the 13F portfolio, value $1,713,527.

    13F-HR 0001104659-26-011326 filed by Providence Wealth Advisors, 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 42,032 shares
    Change vs previous 13F +2,917 shares

    1.26% of the 13F portfolio, value $2,004,914.

    13F-HR 0001104659-25-106804 filed by Providence Wealth Advisors, 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 39,115 shares
    Change vs previous 13F -227 shares

    1.22% of the 13F portfolio, value $1,775,775.

    13F-HR 0001104659-25-076741 filed by Providence Wealth Advisors, 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 39,342 shares
    Change vs previous 13F +217 shares

    1.36% of the 13F portfolio, value $1,801,648.

    13F-HR 0001104659-25-045405 filed by Providence Wealth Advisors, 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 39,125 shares
    Change vs previous 13F -253 shares

    1.12% of the 13F portfolio, value $1,479,520.

    13F-HR 0001104659-25-011876 filed by Providence Wealth Advisors, 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 39,378 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,594,803.

    13F-HR 0001104659-24-118470 filed by Providence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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