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Exit Wealth Advisors, LLC.: SGOV position timeline

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

Exit Wealth Advisors, LLC. held 11,046 SGOV 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 11,046 shares
    Change vs previous 13F -79,724 shares

    0.51% of the 13F portfolio, value $1,112,001.

    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 90,770 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $9,136,908.

    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).