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WASATCH ADVISORS LP: EXC position timeline

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

WASATCH ADVISORS LP held 118,286 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,286 shares
    Change vs previous 13F +7,781 shares

    0.04% of the 13F portfolio, value $5,514,493.

    13F-HR 0000814133-26-000075 filed by WASATCH ADVISORS LP
    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 110,505 shares
    Change vs previous 13F +9,000 shares

    0.04% of the 13F portfolio, value $5,416,955.

    13F-HR 0000814133-26-000038 filed by WASATCH ADVISORS LP
    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 101,505 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $4,424,603.

    13F-HR 0000814133-26-000027 filed by WASATCH ADVISORS LP
    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 101,682 shares
    Change vs previous 13F +355 shares

    0.02% of the 13F portfolio, value $4,576,707.

    13F-HR 0000814133-25-000124 filed by WASATCH ADVISORS LP
    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 101,327 shares
    Change vs previous 13F -16,000 shares

    0.02% of the 13F portfolio, value $4,399,618.

    13F-HR 0000814133-25-000074 filed by WASATCH ADVISORS LP
    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 117,327 shares
    Change vs previous 13F -15,281 shares

    0.03% of the 13F portfolio, value $5,406,428.

    13F-HR 0000814133-25-000058 filed by WASATCH ADVISORS LP
    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 132,608 shares
    Change vs previous 13F -3,500 shares

    0.02% of the 13F portfolio, value $4,991,365.

    13F-HR 0000814133-25-000029 filed by WASATCH ADVISORS LP
    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 136,108 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,519,179.

    13F-HR 0000814133-24-000115 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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