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180 WEALTH ADVISORS, LLC: LAD position timeline

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

180 WEALTH ADVISORS, LLC held 9,116 LAD 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 9,116 shares
    Change vs previous 13F +328 shares

    0.27% of the 13F portfolio, value $2,648,107.

    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 8,788 shares
    Change vs previous 13F +465 shares

    0.25% of the 13F portfolio, value $2,194,539.

    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 8,323 shares
    Change vs previous 13F +236 shares

    0.31% of the 13F portfolio, value $2,765,983.

    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 8,087 shares
    Change vs previous 13F +1,944 shares

    0.31% of the 13F portfolio, value $2,555,492.

    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 6,143 shares
    Change vs previous 13F +514 shares

    0.29% of the 13F portfolio, value $2,075,228.

    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 5,629 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,652,337.

    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).