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Monument Capital Management: EXEL position timeline

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

Monument Capital Management held 82,041 EXEL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,041 shares
    Change vs previous 13F +1,052 shares

    1% of the 13F portfolio, value $4,791,995.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,989 shares
    Change vs previous 13F -1,868 shares

    0.89% of the 13F portfolio, value $4,406,611.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 82,857 shares
    Change vs previous 13F -770 shares

    0.89% of the 13F portfolio, value $3,553,737.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,627 shares
    Change vs previous 13F -1,369 shares

    0.91% of the 13F portfolio, value $3,665,371.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 84,996 shares
    Change vs previous 13F -1,526 shares

    0.88% of the 13F portfolio, value $3,510,335.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 86,522 shares
    Change vs previous 13F +3,989 shares

    0.99% of the 13F portfolio, value $3,813,458.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 82,533 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,047,118.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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