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Richard Bernstein Advisors LLC: EXI position timeline

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

Richard Bernstein Advisors LLC held 1,960 EXI 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 1,960 shares
    Change vs previous 13F -1,980 shares

    0.01% of the 13F portfolio, value $354,771.

    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 3,940 shares
    Change vs previous 13F -236,398 shares

    0.02% of the 13F portfolio, value $690,916.

    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 240,338 shares
    Change vs previous 13F -199,561 shares

    1.18% of the 13F portfolio, value $41,525,195.

    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 439,899 shares
    Change vs previous 13F -183,466 shares

    1.8% of the 13F portfolio, value $72,755,356.

    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 623,365 shares
    Change vs previous 13F -25,737 shares

    2.19% of the 13F portfolio, value $90,624,758.

    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 649,102 shares
    Change vs previous 13F -11,075 shares

    2.08% of the 13F portfolio, value $91,672,679.

    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 660,177 shares
    Change vs previous 13F +453,924 shares

    2.11% of the 13F portfolio, value $98,201,433.

    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 206,253 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $27,862,705.

    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).