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180 WEALTH ADVISORS, LLC: PSEC position timeline

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

180 WEALTH ADVISORS, LLC held 580,986 PSEC 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 580,986 shares
    Change vs previous 13F +180,465 shares

    0.13% of the 13F portfolio, value $1,342,078.

    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 400,521 shares
    Change vs previous 13F +54,424 shares

    0.12% of the 13F portfolio, value $1,045,360.

    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 346,097 shares
    Change vs previous 13F +135,058 shares

    0.1% of the 13F portfolio, value $896,392.

    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 211,039 shares
    Change vs previous 13F +127,200 shares

    0.07% of the 13F portfolio, value $580,358.

    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 83,839 shares
    Change vs previous 13F +65,952 shares

    0.04% of the 13F portfolio, value $266,609.

    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 17,887 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $73,337.

    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).