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Successful Portfolios LLC: EXC position timeline

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

Successful Portfolios LLC held 5,225 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,225 shares
    Change vs previous 13F -18 shares

    0.1% of the 13F portfolio, value $213,206.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,243 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $244,119.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 5,242 shares
    Change vs previous 13F -246 shares

    0.14% of the 13F portfolio, value $257,250.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,488 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $237,648.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,478 shares
    Change vs previous 13F -363 shares

    0.14% of the 13F portfolio, value $246,583.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,841 shares
    Change vs previous 13F -14 shares

    0.16% of the 13F portfolio, value $253,616.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 5,855 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $269,798.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,855 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $220,382.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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