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Disclosery

Moran Wealth Management, LLC: EXEL position timeline

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

Moran Wealth Management, LLC held 141,150 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,150 shares
    Change vs previous 13F +77,245 shares

    0.21% of the 13F portfolio, value $7,679,972.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    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 63,905 shares
    Change vs previous 13F -4,987 shares

    0.08% of the 13F portfolio, value $2,740,885.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 68,892 shares
    Change vs previous 13F -2,925 shares

    0.09% of the 13F portfolio, value $3,019,536.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 71,817 shares
    Change vs previous 13F -23,495 shares

    0.09% of the 13F portfolio, value $2,966,042.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 95,312 shares
    Change vs previous 13F +2,040 shares

    0.13% of the 13F portfolio, value $4,200,877.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 93,272 shares
    Change vs previous 13F +65,186 shares

    0.12% of the 13F portfolio, value $3,443,602.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,086 shares
    Change vs previous 13F -1,860 shares

    0.03% of the 13F portfolio, value $935,264.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $777,099.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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