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Disclosery

180 WEALTH ADVISORS, LLC: AVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on AVY, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 0 AVY shares at 2025-03-31 per its 13F-HR filed 2025-04-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,212 shares

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 10,212 shares
    Change vs previous 13F +850 shares

    0.3% of the 13F portfolio, value $1,910,972.

    13F-HR 0001085146-25-000154 filed by 180 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 ended2024-09-30
    13F 9,362 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,066,755.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).