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Disclosery

RD Lewis Holdings, Inc.: EXR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RD Lewis Holdings, Inc. on EXR, newest first. How the timeline and the estimate are built.

RD Lewis Holdings, Inc. held 10,539 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,539 shares
    Change vs previous 13F -764 shares

    1.15% of the 13F portfolio, value $1,543,675.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, Inc.
    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 11,303 shares
    Change vs previous 13F -1,186 shares

    1.36% of the 13F portfolio, value $1,573,491.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, Inc.
    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 12,489 shares
    Change vs previous 13F -457 shares

    1.47% of the 13F portfolio, value $1,724,981.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, Inc.
    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 12,946 shares
    Change vs previous 13F +995 shares

    1.61% of the 13F portfolio, value $1,717,028.

    13F-HR 0001951757-25-001421 filed by RD Lewis Holdings, Inc.
    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 11,951 shares
    Change vs previous 13F -421 shares

    1.67% of the 13F portfolio, value $1,652,704.

    13F-HR 0001951757-25-001067 filed by RD Lewis Holdings, Inc.
    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 12,372 shares
    Change vs previous 13F +238 shares

    2.1% of the 13F portfolio, value $1,850,356.

    13F-HR 0001951757-25-000514 filed by RD Lewis Holdings, Inc.
    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 12,134 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $1,892,904.

    13F-HR 0001951757-25-000229 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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