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Disclosery

4WEALTH ADVISORS, INC.: TUA position timeline

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

4WEALTH ADVISORS, INC. held 20,714 TUA 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 20,714 shares
    Change vs previous 13F -347 shares

    0.27% of the 13F portfolio, value $393,990.

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

  2. period ended2026-06-30
    13F 21,061 shares
    Change vs previous 13F -1,410 shares

    0.33% of the 13F portfolio, value $432,164.

    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 22,471 shares
    Change vs previous 13F -7,086 shares

    0.4% of the 13F portfolio, value $473,016.

    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 29,557 shares
    Change vs previous 13F -816 shares

    0.56% of the 13F portfolio, value $647,395.

    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 30,373 shares
    Change vs previous 13F -761 shares

    0.61% of the 13F portfolio, value $664,258.

    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 31,134 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $685,882.

    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).