Regent Investment Management LLC: EXE position timeline

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

Regent Investment Management LLC held 8,145 EXE shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

period ended2022-12-31
13F 8,145 shares
Change vs previous 13F +180 shares
0.21% of the 13F portfolio, value $769,000.
13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
Filed 2023-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 7,965 shares
Change vs previous 13F +1,760 shares
0.22% of the 13F portfolio, value $750,000.
13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
Filed 2022-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 6,205 shares
Change vs previous 13F +3,505 shares
0.14% of the 13F portfolio, value $503,000.
13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
Filed 2022-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 2,700 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $235,000.
13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
Filed 2022-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).