Position in EXEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$520,322
+$223,637 QoQ
Shares Held
9,563
+41.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#422
of 751 holders
Holding Since
Dec 2025
2 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, 2026Advyzon Investment Management, LLC holds $2,492,343 across 4 Biotechnology names. EXEL ranks #3 (20.9% of the industry book) .
All Filings in EXEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,322 | 9,563 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $296,685 | 6,769 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||