Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

EXEL holding history

Exelixis, Inc. in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXEL overview All 13F holders of EXEL Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of EXEL by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−259−100.0%	Sold out	Holders
Q4 2025	259	$11.4K	<0.1%	+259	New	Holders
Q1 2024	0	$0	0.0%	−40−100.0%	Sold out	Holders
Q4 2023	40	$960	<0.1%	+40	New	Holders