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Aletheian Wealth Advisors LLC: SUB position timeline

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

Aletheian Wealth Advisors LLC held 8,763 SUB 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 8,763 shares
    Change vs previous 13F +455 shares

    0.37% of the 13F portfolio, value $916,044.

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

  2. period ended2026-06-30
    13F 8,308 shares
    Change vs previous 13F +214 shares

    0.38% of the 13F portfolio, value $884,512.

    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 8,094 shares
    Change vs previous 13F +253 shares

    0.42% of the 13F portfolio, value $861,970.

    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 7,841 shares
    Change vs previous 13F -81 shares

    0.39% of the 13F portfolio, value $837,221.

    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 7,922 shares
    Change vs previous 13F +60 shares

    0.41% of the 13F portfolio, value $842,385.

    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 7,862 shares
    Change vs previous 13F +871 shares

    0.47% of the 13F portfolio, value $830,187.

    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 6,991 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $737,370.

    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).