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Disclosery

Activest Wealth Management: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on EXEL, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 471 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $25,627.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 565 shares
    Change vs previous 13F -171 shares

    <0.01% of the 13F portfolio, value $24,233.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 736 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,259.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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