Position in EXEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$323,249
+$55,573 QoQ
Shares Held
5,941
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#503
of 751 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $323,249 across 1 Biotechnology name. EXEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
5,941 | $323,249 |
All Filings in EXEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,249 | 5,941 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $267,676 | 6,241 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $279,021 | 6,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $262,915 | 6,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $302,653 | 6,866 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $253,492 | 6,866 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||