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Westover Capital Advisors, LLC: EXEL position timeline

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

Westover Capital Advisors, LLC held 91,034 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,034 shares
    Change vs previous 13F +2,025 shares

    0.82% of the 13F portfolio, value $4,953,160.

    13F-HR 0001483467-26-000003 filed by Westover Capital Advisors, 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 89,009 shares
    Change vs previous 13F +2,582 shares

    0.7% of the 13F portfolio, value $3,817,596.

    13F-HR 0001483467-26-000002 filed by Westover Capital Advisors, 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 86,427 shares
    Change vs previous 13F +9,392 shares

    0.69% of the 13F portfolio, value $3,788,095.

    13F-HR 0001483467-26-000001 filed by Westover Capital Advisors, 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 77,035 shares
    Change vs previous 13F +29,316 shares

    0.59% of the 13F portfolio, value $3,181,546.

    13F-HR 0001483467-25-000009 filed by Westover Capital Advisors, 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 47,719 shares
    Change vs previous 13F +6,336 shares

    0.42% of the 13F portfolio, value $2,103,215.

    13F-HR 0001483467-25-000008 filed by Westover Capital Advisors, 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 41,383 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,527,861.

    13F-HR 0001262677-25-000002 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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