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Disclosery

WINNACLE WEALTH LLC: EXEL position timeline

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

WINNACLE WEALTH LLC held 19,115 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,115 shares
    Change vs previous 13F -585 shares

    0.71% of the 13F portfolio, value $1,040,033.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 19,700 shares
    Change vs previous 13F -1,408 shares

    0.65% of the 13F portfolio, value $844,921.

    13F-HR 0001754960-26-000391 filed by WINNACLE 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 21,108 shares
    Change vs previous 13F -3,096 shares

    0.69% of the 13F portfolio, value $928,752.

    13F-HR 0002079687-26-000002 filed by WINNACLE 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 24,204 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,016,568.

    13F-HR 0002079687-25-000005 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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