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Disclosery

180 WEALTH ADVISORS, LLC: DOW position timeline

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

180 WEALTH ADVISORS, LLC held 49,046 DOW 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 49,046 shares
    Change vs previous 13F -2,216 shares

    0.13% of the 13F portfolio, value $1,341,894.

    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 51,262 shares
    Change vs previous 13F -2,234 shares

    0.24% of the 13F portfolio, value $2,135,073.

    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 53,496 shares
    Change vs previous 13F +15,207 shares

    0.14% of the 13F portfolio, value $1,250,746.

    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 38,289 shares
    Change vs previous 13F +12,001 shares

    0.11% of the 13F portfolio, value $877,962.

    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 26,288 shares
    Change vs previous 13F +7,926 shares

    0.1% of the 13F portfolio, value $696,106.

    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 18,362 shares
    Change vs previous 13F +6,373 shares

    0.1% of the 13F portfolio, value $641,185.

    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 11,989 shares
    Change vs previous 13F +5,830 shares

    0.08% of the 13F portfolio, value $481,119.

    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 6,159 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $336,490.

    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).