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Recurrent Investment Advisors LLC: EXE position timeline

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

Recurrent Investment Advisors LLC held 15,646 EXE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,646 shares
    Change vs previous 13F +5,957 shares

    0.09% of the 13F portfolio, value $1,426,759.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment 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 9,689 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,063,658.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment 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 9,689 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,069,278.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment 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 9,689 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,029,359.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment 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 9,689 shares
    Change vs previous 13F +42 shares

    0.09% of the 13F portfolio, value $1,133,032.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment 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 9,647 shares
    Change vs previous 13F +2,850 shares

    0.09% of the 13F portfolio, value $1,073,904.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment 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 6,797 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $676,641.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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