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Disclosery

RMG Wealth Management LLC: EXC position timeline

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

RMG Wealth Management LLC held 5,500 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,500 shares
    Change vs previous 13F -243 shares

    0.03% of the 13F portfolio, value $248,702.

    13F-HR 0001214659-26-010074 filed by RMG Wealth Management 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 5,743 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $253,776.

    13F-HR 0001214659-26-006124 filed by RMG Wealth Management 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 5,971 shares
    Change vs previous 13F -843 shares

    0.03% of the 13F portfolio, value $264,856.

    13F-HR 0001214659-26-000932 filed by RMG Wealth Management 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 6,814 shares
    Change vs previous 13F -369 shares

    0.05% of the 13F portfolio, value $327,511.

    13F-HR 0001214659-25-015612 filed by RMG Wealth Management 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 7,183 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $310,966.

    13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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