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180 WEALTH ADVISORS, LLC: TDF position timeline

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

180 WEALTH ADVISORS, LLC held 329,251 TDF 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 329,251 shares
    Change vs previous 13F +16,590 shares

    0.36% of the 13F portfolio, value $3,585,543.

    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 312,661 shares
    Change vs previous 13F +15,084 shares

    0.38% of the 13F portfolio, value $3,317,329.

    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 297,577 shares
    Change vs previous 13F +37,445 shares

    0.38% of the 13F portfolio, value $3,350,715.

    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 260,132 shares
    Change vs previous 13F +14,040 shares

    0.37% of the 13F portfolio, value $3,030,540.

    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 246,092 shares
    Change vs previous 13F +25,059 shares

    0.34% of the 13F portfolio, value $2,458,459.

    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 221,033 shares
    Change vs previous 13F +46,509 shares

    0.34% of the 13F portfolio, value $2,144,025.

    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 174,524 shares
    Change vs previous 13F +71,032 shares

    0.23% of the 13F portfolio, value $1,481,711.

    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 103,492 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $947,989.

    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).