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Disclosery

B.O.S.S. Retirement Advisors, LLC: WDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on WDIV, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 5,667 WDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,667 shares
    Change vs previous 13F -853 shares

    0.12% of the 13F portfolio, value $452,860.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 6,520 shares
    Change vs previous 13F -2,799 shares

    0.15% of the 13F portfolio, value $503,069.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 ended2025-12-31
    13F 9,319 shares
    Change vs previous 13F -20,975 shares

    0.22% of the 13F portfolio, value $703,077.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 30,294 shares
    Change vs previous 13F -4,987 shares

    0.53% of the 13F portfolio, value $2,202,231.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 35,281 shares
    Change vs previous 13F -3,907 shares

    0.62% of the 13F portfolio, value $2,488,811.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 39,188 shares
    Change vs previous 13F -986 shares

    0.74% of the 13F portfolio, value $2,551,509.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 40,174 shares
    Change vs previous 13F +32,983 shares

    0.7% of the 13F portfolio, value $2,494,293.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 7,191 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $479,502.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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