Position in EXEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$734,970
+$102,547 QoQ
Shares Held
13,508
-6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#376
of 751 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $3,046,960 across 4 Biotechnology names. EXEL ranks #3 (24.1% of the industry book) .
All Filings in EXEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,970 | 13,508 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $632,423 | 14,429 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $603,058 | 13,681 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $438,165 | 19,500 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $462,735 | 19,500 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||