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Advisory Services Network, LLC: WTAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Services Network, LLC on WTAI, newest first. How the timeline and the estimate are built.

Advisory Services Network, LLC held 269,989 WTAI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,989 shares
    Change vs previous 13F -2,650 shares

    0.15% of the 13F portfolio, value $12,816,401.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 272,639 shares
    Change vs previous 13F -15,751 shares

    0.1% of the 13F portfolio, value $7,696,597.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 288,390 shares
    Change vs previous 13F -594 shares

    0.12% of the 13F portfolio, value $8,403,679.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 288,984 shares
    Change vs previous 13F +2,015 shares

    0.12% of the 13F portfolio, value $8,253,373.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 286,969 shares
    Change vs previous 13F -13,905 shares

    0.12% of the 13F portfolio, value $7,306,241.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 300,874 shares
    Change vs previous 13F -6,008 shares

    0.11% of the 13F portfolio, value $5,716,601.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 306,882 shares
    Change vs previous 13F -29,775 shares

    0.13% of the 13F portfolio, value $6,751,407.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 336,657 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,033,433.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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