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180 WEALTH ADVISORS, LLC: TRP position timeline

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

180 WEALTH ADVISORS, LLC held 14,671 TRP 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 14,671 shares
    Change vs previous 13F -216 shares

    0.1% of the 13F portfolio, value $972,541.

    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 14,887 shares
    Change vs previous 13F +21 shares

    0.11% of the 13F portfolio, value $931,895.

    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 14,866 shares
    Change vs previous 13F +248 shares

    0.09% of the 13F portfolio, value $817,779.

    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 14,618 shares
    Change vs previous 13F -861 shares

    0.1% of the 13F portfolio, value $795,365.

    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 15,479 shares
    Change vs previous 13F -387 shares

    0.11% of the 13F portfolio, value $755,220.

    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 15,866 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $749,034.

    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 15,863 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $738,105.

    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 15,863 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $754,298.

    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).