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Disclosery

180 WEALTH ADVISORS, LLC: CALC position timeline

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

180 WEALTH ADVISORS, LLC held 83,400 CALC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,400 shares
    Change vs previous 13F -43,100 shares

    0.01% of the 13F portfolio, value $85,902.

    13F-HR 0001730817-26-000004 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).

  2. period ended2026-03-31
    13F 126,500 shares
    Change vs previous 13F +94,650 shares

    0.01% of the 13F portfolio, value $68,310.

    13F-HR 0001730817-26-000002 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 ended2025-12-31
    13F 31,850 shares
    Change vs previous 13F -10,850 shares

    0.02% of the 13F portfolio, value $209,892.

    13F-HR 0001730817-26-000001 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).

  4. period ended2025-09-30
    13F 42,700 shares
    Change vs previous 13F -7,750 shares

    0.02% of the 13F portfolio, value $131,337.

    13F-HR 0001730817-25-000002 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).

  5. period ended2025-06-30
    13F 50,450 shares
    Change vs previous 13F +34,050 shares

    0.01% of the 13F portfolio, value $80,720.

    13F-HR 0001085146-25-004341 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).

  6. period ended2025-03-31
    13F 16,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,324.

    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).