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Lineweaver Wealth Advisors, LLC

SEC CIK
0001797873
Latest filing
Jul 9, 2026

EXC holding history

Exelon Corp in every 13F filed by Lineweaver Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
4,854
Value
$226.3K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2021
Holdings of EXC by Lineweaver Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,854$226.3K<0.1%+4,854NewHolders
Q4 20250$00.0%−5,555−100.0%Sold outHolders
Q3 20255,555$250.0K<0.1%−40−0.7%ReducedHolders
Q2 20255,595$242.9K<0.1%+1,085+24.1%AddedHolders
Q1 20254,510$207.8K<0.1%+4,510NewHolders
Q2 20220$00.0%−4,214−100.0%Sold outHolders
Q1 20224,214$200.0K0.1%+370+9.6%AddedHolders
Q4 20213,844$222.0K0.1%+3,844NewHolders