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Disclosery

CASTLEKEEP INVESTMENT ADVISORS LLC: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASTLEKEEP INVESTMENT ADVISORS LLC on EXEL, newest first. How the timeline and the estimate are built.

CASTLEKEEP INVESTMENT ADVISORS LLC held 0 EXEL shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -39,411 shares

    13F-HR 0002085853-26-000582 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 39,411 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,727,384.

    13F-HR 0002085853-26-000233 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 39,411 shares
    Change vs previous 13F +7,919 shares

    0.76% of the 13F portfolio, value $1,627,674.

    13F-HR 0002085853-25-000231 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 31,492 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,388,010.

    13F-HR 0001667731-25-001045 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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