Estate Planners Group, LLC

SEC CIK: 0002118977
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

EXEL holding history

Exelixis, Inc. in every 13F filed by Estate Planners Group, 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): 3,570
Value: $194.2K
% of portfolio: 0.1%
Quarters held: 2; Since Q4 2025

Holdings of EXEL by Estate Planners Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,570	$194.2K	0.1%	+3,570	New	Holders
Q1 2026	0	$0	0.0%	−1,808−100.0%	Sold out	Holders
Q4 2025	1,808	$79.2K	<0.1%	–	No prior filing	Holders