Skip to content
Disclosery

Exit Wealth Advisors, LLC.: SAM position timeline

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

Exit Wealth Advisors, LLC. held 0 SAM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,243 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,243 shares
    Change vs previous 13F +4,571 shares

    0.72% of the 13F portfolio, value $1,218,197.

    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).

  3. period ended2025-09-30
    13F 1,672 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $353,494.

    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).