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Choice Wealth Advisors LLC: TER position timeline

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

Choice Wealth Advisors LLC held 1,790 TER shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,790 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $866,313.

    13F-HR 0001951757-26-000980 filed by Choice Wealth 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 1,790 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $530,638.

    13F-HR 0001951757-26-000556 filed by Choice 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 ended2025-12-31
    13F 1,789 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $346,300.

    13F-HR 0001951757-26-000035 filed by Choice 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 1,788 shares
    Change vs previous 13F +1,788 shares

    0.11% of the 13F portfolio, value $246,097.

    13F-HR 0001951757-25-001283 filed by Choice 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,781 shares

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,781 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $224,305.

    13F-HR 0001951757-25-000047 filed by Choice 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 ended2024-09-30
    13F 1,780 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $238,356.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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