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Disclosery

Strategic Planning, Inc.: EXC position timeline

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

Strategic Planning, Inc. held 49,697 EXC shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,697 shares
    Change vs previous 13F +100 shares

    1.22% of the 13F portfolio, value $2,436,170.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 49,597 shares
    Change vs previous 13F -1,291 shares

    1.17% of the 13F portfolio, value $2,161,916.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 50,888 shares
    Change vs previous 13F +433 shares

    1.33% of the 13F portfolio, value $2,290,451.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 50,455 shares
    Change vs previous 13F -1,353 shares

    1.31% of the 13F portfolio, value $2,190,754.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 51,808 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,387,325.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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