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Disclosery

XXEC, Inc.: TER position timeline

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

XXEC, Inc. held 0 TER shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -61,749 shares

    13F-HR/A 0001828822-26-000007 filed by XXEC, Inc.
    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.

  2. period ended2026-03-31
    13F/A 61,749 shares
    Change vs previous 13F +35,352 shares

    2.48% of the 13F portfolio, value $13,893,727.

    13F-HR/A 0001828822-26-000003 filed by XXEC, Inc.
    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 26,397 shares
    Change vs previous 13F -36,792 shares

    5.11% of the 13F portfolio, value $5,109,403.

    13F-HR 0001828822-26-000001 filed by XXEC, Inc.
    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 63,189 shares
    Change vs previous 13F -52,327 shares

    7.33% of the 13F portfolio, value $8,697,334.

    13F-HR 0001828822-25-000006 filed by XXEC, Inc.
    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 115,516 shares
    Change vs previous 13F -3,590 shares

    8.35% of the 13F portfolio, value $10,387,199.

    13F-HR 0001828822-25-000003 filed by XXEC, Inc.
    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 119,106 shares
    Change vs previous 13F +46,863 shares

    8.52% of the 13F portfolio, value $9,838,156.

    13F-HR 0001828822-25-000002 filed by XXEC, Inc.
    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 72,243 shares
    Change vs previous 13F +34,328 shares

    7.55% of the 13F portfolio, value $9,096,839.

    13F-HR 0001828822-25-000001 filed by XXEC, Inc.
    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 37,915 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $5,077,956.

    13F-HR 0001828822-24-000007 filed by XXEC, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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