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Exit Wealth Advisors, LLC.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Exit Wealth Advisors, LLC. on IVE, newest first. How the timeline and the estimate are built.

Exit Wealth Advisors, LLC. held 3,496 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,496 shares
    Change vs previous 13F -40 shares

    0.36% of the 13F portfolio, value $793,892.

    13F-HR 0001765380-26-000340 filed by Exit Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,536 shares
    Change vs previous 13F +1,343 shares

    0.38% of the 13F portfolio, value $746,568.

    13F-HR 0001765380-26-000195 filed by Exit Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,193 shares
    Change vs previous 13F -494 shares

    0.27% of the 13F portfolio, value $464,974.

    13F-HR 0001765380-26-000091 filed by Exit Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,687 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $554,937.

    13F-HR 0002082744-25-000001 filed by Exit Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).