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SHELTON CAPITAL MANAGEMENT: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON CAPITAL MANAGEMENT on EXC, newest first. How the timeline and the estimate are built.

SHELTON CAPITAL MANAGEMENT held 126,585 EXC 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 126,585 shares
    Change vs previous 13F -2,705 shares

    0.11% of the 13F portfolio, value $5,901,393.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 129,290 shares
    Change vs previous 13F -474 shares

    0.14% of the 13F portfolio, value $6,337,796.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 129,764 shares
    Change vs previous 13F +3,677 shares

    0.11% of the 13F portfolio, value $5,656,413.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 126,087 shares
    Change vs previous 13F -2,875 shares

    0.12% of the 13F portfolio, value $5,675,176.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 128,962 shares
    Change vs previous 13F -119 shares

    0.13% of the 13F portfolio, value $5,599,530.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 129,081 shares
    Change vs previous 13F -5,393 shares

    0.14% of the 13F portfolio, value $5,948,052.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 134,474 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $5,061,601.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 134,474 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,452,921.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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