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Exit Wealth Advisors, LLC.: XLU position timeline

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

Exit Wealth Advisors, LLC. held 21,320 XLU 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 21,320 shares
    Change vs previous 13F +4,017 shares

    0.44% of the 13F portfolio, value $966,647.

    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 17,303 shares
    Change vs previous 13F +4,601 shares

    0.41% of the 13F portfolio, value $794,041.

    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 12,702 shares
    Change vs previous 13F +7,651 shares

    0.32% of the 13F portfolio, value $542,231.

    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 5,051 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $440,519.

    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).