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Richard Bernstein Advisors LLC: EXC position timeline

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

Richard Bernstein Advisors LLC held 51,075 EXC shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 51,075 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,503,697.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein 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 ended2025-12-31
    13F 51,075 shares
    Change vs previous 13F -5,311 shares

    0.07% of the 13F portfolio, value $2,226,359.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein 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 ended2025-09-30
    13F 56,386 shares
    Change vs previous 13F -65,286 shares

    0.07% of the 13F portfolio, value $2,537,934.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein 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 ended2025-06-30
    13F 121,672 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $5,282,997.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein 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 ended2025-03-31
    13F 121,672 shares
    Change vs previous 13F -6,357 shares

    0.14% of the 13F portfolio, value $5,606,646.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein 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 ended2024-12-31
    13F 128,029 shares
    Change vs previous 13F +57,111 shares

    0.11% of the 13F portfolio, value $4,819,012.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein 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 ended2024-09-30
    13F 70,918 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,875,724.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein 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 ended2024-06-30
    13F 70,918 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,454,472.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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