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Disclosery

Sargent Investment Group, LLC: EXEL position timeline

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

Sargent Investment Group, LLC held 182,055 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,055 shares
    Change vs previous 13F +3,030 shares

    1.19% of the 13F portfolio, value $9,905,613.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 179,025 shares
    Change vs previous 13F -13,040 shares

    1.01% of the 13F portfolio, value $7,678,382.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 192,065 shares
    Change vs previous 13F -2,145 shares

    1.06% of the 13F portfolio, value $8,418,209.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 194,210 shares
    Change vs previous 13F -10,005 shares

    1.14% of the 13F portfolio, value $8,020,873.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 204,215 shares
    Change vs previous 13F -13,380 shares

    1.04% of the 13F portfolio, value $7,700,948.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 217,595 shares
    Change vs previous 13F +383 shares

    1.28% of the 13F portfolio, value $8,033,607.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 217,212 shares
    Change vs previous 13F -15,033 shares

    1.25% of the 13F portfolio, value $7,667,584.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 232,245 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,026,758.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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