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Disclosery

180 WEALTH ADVISORS, LLC: P position timeline

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

180 WEALTH ADVISORS, LLC held 59,759 P 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 59,759 shares
    Change vs previous 13F -47 shares

    0.47% of the 13F portfolio, value $4,708,394.

    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 59,806 shares
    Change vs previous 13F +561 shares

    0.4% of the 13F portfolio, value $3,530,933.

    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 59,245 shares
    Change vs previous 13F -1,190 shares

    0.45% of the 13F portfolio, value $3,970,007.

    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 60,435 shares
    Change vs previous 13F -1,393 shares

    0.62% of the 13F portfolio, value $5,065,057.

    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 61,828 shares
    Change vs previous 13F -1,524 shares

    0.5% of the 13F portfolio, value $3,560,056.

    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 63,352 shares
    Change vs previous 13F -1,183 shares

    0.45% of the 13F portfolio, value $2,804,593.

    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 64,535 shares
    Change vs previous 13F -1,138 shares

    0.62% of the 13F portfolio, value $3,964,385.

    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 65,673 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,299,412.

    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).