Exit Wealth Advisors, LLC.

SEC CIK: 0002082744
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Exit Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 223
Value: $208.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of COST by Exit Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	223	$208.8K	0.1%	00.0%	Unchanged	Holders
Q1 2026	223	$222.0K	0.1%	+223	New	Holders
Q4 2025	0	$0	0.0%	−225−100.0%	Sold out	Holders
Q3 2025	225	$208.5K	0.1%	–	No prior filing	Holders