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RITHOLTZ WEALTH MANAGEMENT: EXEL position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 68,589 EXEL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 68,589 shares
    Change vs previous 13F -9,373 shares

    0.06% of the 13F portfolio, value $3,731,927.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 77,962 shares
    Change vs previous 13F -4,275 shares

    0.06% of the 13F portfolio, value $3,343,790.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 82,237 shares
    Change vs previous 13F -5,006 shares

    0.07% of the 13F portfolio, value $3,604,448.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 87,243 shares
    Change vs previous 13F +19,662 shares

    0.07% of the 13F portfolio, value $3,603,136.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 67,581 shares
    Change vs previous 13F +47,537 shares

    0.07% of the 13F portfolio, value $2,978,635.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $740,024.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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