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Disclosery

Thrive Wealth Management, LLC: EXC position timeline

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

Thrive Wealth Management, LLC held 6,411 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,411 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $298,902.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 6,459 shares
    Change vs previous 13F +111 shares

    0.05% of the 13F portfolio, value $316,643.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 6,348 shares
    Change vs previous 13F +1,759 shares

    0.04% of the 13F portfolio, value $276,697.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 4,589 shares
    Change vs previous 13F +4,589 shares

    0.03% of the 13F portfolio, value $206,566.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 0 shares
    Change vs previous 13F -4,541 shares

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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.

  6. period ended2025-03-31
    13F 4,541 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,245.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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