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Disclosery

Alpha Family Trust: EXC position timeline

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

Alpha Family Trust held 4,880 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,880 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $227,506.

    13F-HR 0001193125-26-342249 filed by Alpha Family Trust
    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 4,880 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $239,218.

    13F-HR 0001193125-26-221997 filed by Alpha Family Trust
    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 4,880 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $212,719.

    13F-HR 0001193125-26-048264 filed by Alpha Family Trust
    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 4,880 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $219,649.

    13F-HR 0001193125-25-277455 filed by Alpha Family Trust
    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 4,880 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $211,890.

    13F-HR 0000950123-25-007808 filed by Alpha Family Trust
    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 4,880 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $224,870.

    13F-HR 0000950123-25-004939 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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