NEW WAVE WEALTH ADVISORS LLC: EXE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEW WAVE WEALTH ADVISORS LLC on EXE, newest first. How the timeline and the estimate are built.
NEW WAVE WEALTH ADVISORS LLC held 5,228 EXE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F/A 5,228 sharesChange vs previous 13F +714 shares
0.13% of the 13F portfolio, value $476,741.
13F-HR/A 0002035324-26-000004 filed by NEW WAVE 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 4,514 sharesChange vs previous 13F +206 shares
0.17% of the 13F portfolio, value $495,547.
13F-HR 0002035324-26-000002 filed by NEW WAVE 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 4,308 sharesChange vs previous 13F +115 shares
0.17% of the 13F portfolio, value $475,431.
13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 4,193 sharesChange vs previous 13F +127 shares
0.17% of the 13F portfolio, value $445,464.
13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,066 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $475,478.
13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).