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Disclosery

TOBAM: EXC position timeline

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

TOBAM held 172,217 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,217 shares
    Change vs previous 13F +19,419 shares

    1.95% of the 13F portfolio, value $8,029,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 152,798 shares
    Change vs previous 13F -6,478 shares

    1.95% of the 13F portfolio, value $7,490,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 159,276 shares
    Change vs previous 13F +12,383 shares

    1.71% of the 13F portfolio, value $6,943,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 146,893 shares
    Change vs previous 13F +37,791 shares

    2.4% of the 13F portfolio, value $6,612,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 109,102 shares
    Change vs previous 13F +81,483 shares

    1.85% of the 13F portfolio, value $4,737,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 27,619 shares
    Change vs previous 13F +25,278 shares

    0.54% of the 13F portfolio, value $1,273,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    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 2,341 shares
    Change vs previous 13F -685 shares

    0.03% of the 13F portfolio, value $88,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 3,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $123,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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