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Strategic Global Advisors, LLC: EXPE position timeline

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

Strategic Global Advisors, LLC held 5,894 EXPE 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 5,894 shares
    Change vs previous 13F +190 shares

    0.21% of the 13F portfolio, value $1,508,157.

    13F-HR 0001580212-26-000004 filed by Strategic Global 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 5,704 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,316,997.

    13F-HR 0001580212-26-000003 filed by Strategic Global 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 5,704 shares
    Change vs previous 13F +5,704 shares

    0.25% of the 13F portfolio, value $1,616,000.

    13F-HR 0001580212-26-000002 filed by Strategic Global 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 0 shares
    Change vs previous 13F -17,685 shares

    13F-HR 0001580212-25-000003 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 17,685 shares
    Change vs previous 13F +1,150 shares

    0.49% of the 13F portfolio, value $2,983,106.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 16,535 shares
    Change vs previous 13F -560 shares

    0.55% of the 13F portfolio, value $2,779,534.

    13F-HR 0001085146-25-003186 filed by Strategic Global 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 17,095 shares
    Change vs previous 13F +638 shares

    0.58% of the 13F portfolio, value $3,185,311.

    13F-HR 0001085146-25-001558 filed by Strategic Global 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 16,457 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,435,965.

    13F-HR 0001085146-24-005761 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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