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180 WEALTH ADVISORS, LLC: DFAS position timeline

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

180 WEALTH ADVISORS, LLC held 61,038 DFAS 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 61,038 shares
    Change vs previous 13F +737 shares

    0.5% of the 13F portfolio, value $5,025,845.

    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 60,301 shares
    Change vs previous 13F +2,832 shares

    0.49% of the 13F portfolio, value $4,289,210.

    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 57,469 shares
    Change vs previous 13F +5,011 shares

    0.46% of the 13F portfolio, value $4,003,876.

    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 52,458 shares
    Change vs previous 13F +6,437 shares

    0.44% of the 13F portfolio, value $3,591,286.

    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 46,021 shares
    Change vs previous 13F +14,415 shares

    0.41% of the 13F portfolio, value $2,932,005.

    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 31,606 shares
    Change vs previous 13F +7,588 shares

    0.3% of the 13F portfolio, value $1,888,475.

    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).

  7. period ended2024-12-31
    13F 24,018 shares
    Change vs previous 13F +7,837 shares

    0.24% of the 13F portfolio, value $1,563,087.

    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).

  8. period ended2024-09-30
    13F 16,181 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,049,521.

    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).