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Disclosery

Syverson Strege & Co: EXC position timeline

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

Syverson Strege & Co held 4,575 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,575 shares
    Change vs previous 13F -156 shares

    0.05% of the 13F portfolio, value $213,287.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 4,731 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $231,914.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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