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4WEALTH ADVISORS, INC.: CEF position timeline

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

4WEALTH ADVISORS, INC. held 17,644 CEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,644 shares
    Change vs previous 13F -55 shares

    0.51% of the 13F portfolio, value $739,284.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,699 shares
    Change vs previous 13F +150 shares

    0.54% of the 13F portfolio, value $706,013.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,549 shares
    Change vs previous 13F +499 shares

    0.68% of the 13F portfolio, value $793,215.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,050 shares
    Change vs previous 13F +4,750 shares

    0.68% of the 13F portfolio, value $780,890.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,300 shares
    Change vs previous 13F -250 shares

    0.42% of the 13F portfolio, value $451,287.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,550 shares
    Change vs previous 13F -25 shares

    0.39% of the 13F portfolio, value $377,755.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,575 shares
    Change vs previous 13F -750 shares

    0.4% of the 13F portfolio, value $357,256.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,325 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $316,602.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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