FORM Wealth Advisors, LLC

SEC CIK: 0002053294
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon Corp in every 13F filed by FORM 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 overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q2 2026): 4,452
Value: $207.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of EXC by FORM Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,452	$207.5K	<0.1%	+10.0%	Added	Holders
Q1 2026	4,451	$218.2K	<0.1%	+4,451	New	Holders
Q2 2025	0	$0	0.0%	−4,449−100.0%	Sold out	Holders
Q1 2025	4,449	$205.0K	<0.1%	–	No prior filing	Holders