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Disclosery

Trinity Legacy Partners, LLC: EXC position timeline

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

Trinity Legacy Partners, LLC held 120,809 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,809 shares
    Change vs previous 13F +10,665 shares

    1.13% of the 13F portfolio, value $5,652,650.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, 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 110,144 shares
    Change vs previous 13F +1,300 shares

    1.16% of the 13F portfolio, value $5,359,585.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, 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 108,844 shares
    Change vs previous 13F +1,859 shares

    1.09% of the 13F portfolio, value $4,744,495.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, 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 106,985 shares
    Change vs previous 13F +2,754 shares

    1.14% of the 13F portfolio, value $4,934,142.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, 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 104,231 shares
    Change vs previous 13F +2,980 shares

    1.09% of the 13F portfolio, value $4,466,288.

    13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 101,251 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,350,755.

    13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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