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Disclosery

180 WEALTH ADVISORS, LLC: QS position timeline

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

180 WEALTH ADVISORS, LLC held 209,029 QS 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 209,029 shares
    Change vs previous 13F +4,638 shares

    0.16% of the 13F portfolio, value $1,580,259.

    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 204,391 shares
    Change vs previous 13F +40,230 shares

    0.15% of the 13F portfolio, value $1,304,015.

    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 164,161 shares
    Change vs previous 13F +27,673 shares

    0.19% of the 13F portfolio, value $1,710,558.

    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 136,488 shares
    Change vs previous 13F +7,500 shares

    0.2% of the 13F portfolio, value $1,681,532.

    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 128,988 shares
    Change vs previous 13F +5,083 shares

    0.12% of the 13F portfolio, value $866,799.

    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 123,905 shares
    Change vs previous 13F +11,737 shares

    0.08% of the 13F portfolio, value $515,445.

    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 112,168 shares
    Change vs previous 13F +13,177 shares

    0.09% of the 13F portfolio, value $582,152.

    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 98,991 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $569,198.

    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).