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Disclosery

Strategic Advisors LLC: EXC position timeline

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

Strategic Advisors LLC held 8,457 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,457 shares
    Change vs previous 13F -2,786 shares

    0.09% of the 13F portfolio, value $394,270.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 11,243 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $551,159.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 11,457 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $499,411.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 11,453 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $515,507.

    13F-HR 0001172661-25-004551 filed by Strategic 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 ended2025-06-30
    13F 11,449 shares
    Change vs previous 13F -602 shares

    0.1% of the 13F portfolio, value $497,130.

    13F-HR 0001172661-25-003059 filed by Strategic 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 ended2025-03-31
    13F 12,051 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $555,310.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 12,048 shares
    Change vs previous 13F +3,640 shares

    0.08% of the 13F portfolio, value $453,485.

    13F-HR 0001172661-25-000437 filed by Strategic 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 ended2024-09-30
    13F 8,408 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $340,928.

    13F-HR 0001172661-24-004183 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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