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Laurel Wealth Advisors LLC: SSB position timeline

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

Laurel Wealth Advisors LLC held 15,019 SSB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,019 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $1,500,399.

    13F-HR 0001757128-26-000003 filed by Laurel 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 15,029 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,446,993.

    13F-HR 0001757128-26-000002 filed by Laurel 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 15,029 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,414,380.

    13F-HR 0001757128-26-000001 filed by Laurel 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 15,029 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,485,918.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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