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1834 INVESTMENT ADVISORS CO: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on WSO, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 4,563 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,563 shares
    Change vs previous 13F +4,563 shares

    0.22% of the 13F portfolio, value $1,901,539.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -495 shares

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 495 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $234,576.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 495 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $243,481.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).