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Three Seasons Wealth, LLC: EXEL position timeline

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

Three Seasons Wealth, LLC held 30,814 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,814 shares
    Change vs previous 13F -28,705 shares

    0.15% of the 13F portfolio, value $1,676,590.

    13F-HR 0001420506-26-001588 filed by Three Seasons 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 59,519 shares
    Change vs previous 13F +46,162 shares

    0.97% of the 13F portfolio, value $2,552,770.

    13F-HR 0001420506-26-000803 filed by Three Seasons 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 13,357 shares
    Change vs previous 13F -14,919 shares

    0.06% of the 13F portfolio, value $585,437.

    13F-HR 0001420506-26-000058 filed by Three Seasons 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 28,276 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,167,799.

    13F-HR 0001420506-25-002863 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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