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Aletheian Wealth Advisors LLC: PSP position timeline

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

Aletheian Wealth Advisors LLC held 152,432 PSP 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 152,432 shares
    Change vs previous 13F +6,080 shares

    3.45% of the 13F portfolio, value $8,580,385.

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

  2. period ended2026-06-30
    13F 146,352 shares
    Change vs previous 13F +14,773 shares

    3.48% of the 13F portfolio, value $8,151,812.

    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 131,579 shares
    Change vs previous 13F +9,437 shares

    3.62% of the 13F portfolio, value $7,436,858.

    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 122,142 shares
    Change vs previous 13F +2,479 shares

    3.92% of the 13F portfolio, value $8,430,254.

    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 119,663 shares
    Change vs previous 13F +8,177 shares

    4.05% of the 13F portfolio, value $8,238,795.

    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 111,486 shares
    Change vs previous 13F +2,789 shares

    4.02% of the 13F portfolio, value $7,142,931.

    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 108,697 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $7,257,730.

    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).