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New York Life Investment Management LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on EXC, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 152,644 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 152,644 shares
    Change vs previous 13F +379 shares

    0.05% of the 13F portfolio, value $7,116,263.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 152,265 shares
    Change vs previous 13F +5,302 shares

    0.06% of the 13F portfolio, value $7,464,030.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 146,963 shares
    Change vs previous 13F -612 shares

    0.06% of the 13F portfolio, value $6,406,117.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 147,575 shares
    Change vs previous 13F -3,847 shares

    0.06% of the 13F portfolio, value $6,642,351.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 151,422 shares
    Change vs previous 13F -3,873 shares

    0.06% of the 13F portfolio, value $6,574,743.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 155,295 shares
    Change vs previous 13F -343 shares

    0.07% of the 13F portfolio, value $7,155,994.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 155,638 shares
    Change vs previous 13F +1,495 shares

    0.06% of the 13F portfolio, value $5,858,214.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 154,143 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,250,499.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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