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Pure Financial Advisors, LLC: EXC position timeline

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

Pure Financial Advisors, LLC held 9,485 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,485 shares
    Change vs previous 13F +2,081 shares

    0.01% of the 13F portfolio, value $442,193.

    13F-HR 0001571556-26-000005 filed by Pure Financial 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 7,404 shares
    Change vs previous 13F +1,766 shares

    0.01% of the 13F portfolio, value $362,937.

    13F-HR 0001571556-26-000004 filed by Pure Financial 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/A 5,638 shares
    Change vs previous 13F +1,116 shares

    <0.01% of the 13F portfolio, value $245,743.

    13F-HR 0001571556-26-000001 filed by Pure Financial 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 4,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,529.

    13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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