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Aletheian Wealth Advisors LLC: NEAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on NEAR, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 24,996 NEAR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,996 shares
    Change vs previous 13F +2,152 shares

    0.5% of the 13F portfolio, value $1,246,288.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,844 shares
    Change vs previous 13F +563 shares

    0.49% of the 13F portfolio, value $1,157,285.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 22,281 shares
    Change vs previous 13F +710 shares

    0.55% of the 13F portfolio, value $1,132,633.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 21,571 shares
    Change vs previous 13F -436 shares

    0.51% of the 13F portfolio, value $1,106,167.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 22,007 shares
    Change vs previous 13F +470 shares

    0.55% of the 13F portfolio, value $1,124,536.

    13F-HR 0001667731-25-000729 filed by Aletheian 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 21,537 shares
    Change vs previous 13F +1,047 shares

    0.62% of the 13F portfolio, value $1,095,590.

    13F-HR 0001667731-25-000380 filed by Aletheian 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 20,490 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,034,734.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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