NORTHWEST WEALTH MANAGEMENT, LLC: EXEL position timeline

NORTHWEST WEALTH MANAGEMENT, LLC held 4,890 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,890 shares

   Change vs previous 13F -88 shares

   0.04% of the 13F portfolio, value $266,065.

   13F-HR 0001695344-26-000004 filed by NORTHWEST WEALTH MANAGEMENT, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,978 shares

   Change vs previous 13F -793 shares

   0.03% of the 13F portfolio, value $213,506.

   13F-HR 0001695344-26-000003 filed by NORTHWEST WEALTH MANAGEMENT, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,771 shares

   Change vs previous 13F +5,771 shares

   0.04% of the 13F portfolio, value $252,943.

   13F-HR 0001695344-26-000001 filed by NORTHWEST WEALTH MANAGEMENT, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,005 shares

   13F-HR 0001695344-25-000007 filed by NORTHWEST WEALTH MANAGEMENT, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

5. period ended2025-06-30

   13F 5,005 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $220,595.

   13F-HR 0001695344-25-000005 filed by NORTHWEST WEALTH MANAGEMENT, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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