Exit Wealth Advisors, LLC.: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Exit Wealth Advisors, LLC. on TLT, newest first. How the timeline and the estimate are built.
Exit Wealth Advisors, LLC. held 6,639 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,639 sharesChange vs previous 13F -2,968 shares
0.26% of the 13F portfolio, value $573,742.
13F-HR 0001765380-26-000340 filed by Exit Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,607 sharesChange vs previous 13F +9,607 shares
0.43% of the 13F portfolio, value $832,867.
13F-HR 0001765380-26-000195 filed by Exit Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -18,144 shares
13F-HR 0001765380-26-000091 filed by Exit Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 18,144 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $1,621,516.
13F-HR 0002082744-25-000001 filed by Exit Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).