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Disclosery

FORM Wealth Advisors, LLC: ALL position timeline

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

FORM Wealth Advisors, LLC held 1,216 ALL shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,216 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $244,740.

    13F-HR 0001667731-25-000840 filed by FORM 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 ended2025-03-31
    13F 1,193 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,082.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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