Valued Wealth Advisors LLC

SEC CIK: 0002007175
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

EXEL holding history

Exelixis, Inc. in every 13F filed by Valued Wealth Advisors LLC, 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 (Q2 2026): 119
Value: $6.47K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of EXEL by Valued Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	119	$6.47K	<0.1%	+39+48.8%	Added	Holders
Q1 2026	80	$3.43K	<0.1%	+76+1,900.0%	Added	Holders
Q4 2025	4	$176	<0.1%	+3+300.0%	Added	Holders
Q3 2025	1	$42	<0.1%	+1	New	Holders