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Disclosery

Wedmont Private Capital: EXC position timeline

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

Wedmont Private Capital held 17,418 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,418 shares
    Change vs previous 13F +6,017 shares

    0.02% of the 13F portfolio, value $726,850.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,401 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $533,583.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,058 shares
    Change vs previous 13F +2,176 shares

    0.02% of the 13F portfolio, value $543,713.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,882 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $381,841.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,703 shares
    Change vs previous 13F +511 shares

    0.02% of the 13F portfolio, value $407,194.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,192 shares
    Change vs previous 13F +1,600 shares

    0.02% of the 13F portfolio, value $353,411.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,592 shares
    Change vs previous 13F +153 shares

    0.02% of the 13F portfolio, value $303,223.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,182.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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