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Disclosery

STEPH & CO: EXC position timeline

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

STEPH & CO held 14,634 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,634 shares
    Change vs previous 13F +1,174 shares

    0.15% of the 13F portfolio, value $591,214.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,460 shares
    Change vs previous 13F +1,524 shares

    0.16% of the 13F portfolio, value $627,505.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,936 shares
    Change vs previous 13F -38 shares

    0.17% of the 13F portfolio, value $585,103.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,974 shares
    Change vs previous 13F -1,407 shares

    0.15% of the 13F portfolio, value $521,947.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,381 shares
    Change vs previous 13F -2,266 shares

    0.18% of the 13F portfolio, value $602,279.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,647 shares
    Change vs previous 13F -162 shares

    0.22% of the 13F portfolio, value $679,393.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,809 shares
    Change vs previous 13F -958 shares

    0.26% of the 13F portfolio, value $728,479.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,767 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $631,110.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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