Skip to content
Disclosery

180 WEALTH ADVISORS, LLC: PL position timeline

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

180 WEALTH ADVISORS, LLC held 140,180 PL 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 140,180 shares
    Change vs previous 13F -6,775 shares

    0.47% of the 13F portfolio, value $4,644,163.

    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 146,955 shares
    Change vs previous 13F -1,354 shares

    0.47% of the 13F portfolio, value $4,107,392.

    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 148,309 shares
    Change vs previous 13F +1,277 shares

    0.33% of the 13F portfolio, value $2,924,653.

    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 147,032 shares
    Change vs previous 13F +1,114 shares

    0.23% of the 13F portfolio, value $1,908,475.

    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 145,918 shares
    Change vs previous 13F -6,774 shares

    0.12% of the 13F portfolio, value $890,100.

    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 152,692 shares
    Change vs previous 13F -2,040 shares

    0.08% of the 13F portfolio, value $516,099.

    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 154,732 shares
    Change vs previous 13F -1,920 shares

    0.1% of the 13F portfolio, value $625,117.

    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 156,652 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $349,334.

    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).