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Disclosery

NewEdge Wealth, LLC: EXEL position timeline

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

NewEdge Wealth, LLC held 51,642 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,642 shares
    Change vs previous 13F +9,311 shares

    0.03% of the 13F portfolio, value $2,809,841.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 42,331 shares
    Change vs previous 13F +14,056 shares

    0.02% of the 13F portfolio, value $1,815,577.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 28,275 shares
    Change vs previous 13F +2,836 shares

    0.01% of the 13F portfolio, value $1,239,293.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 25,439 shares
    Change vs previous 13F +4,745 shares

    0.01% of the 13F portfolio, value $1,026,972.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 20,694 shares
    Change vs previous 13F +9,116 shares

    0.01% of the 13F portfolio, value $773,749.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 11,578 shares
    Change vs previous 13F +1,179 shares

    0.01% of the 13F portfolio, value $427,460.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 10,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $346,287.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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