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PALO ALTO WEALTH ADVISORS, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALO ALTO WEALTH ADVISORS, LLC on USFR, newest first. How the timeline and the estimate are built.

PALO ALTO WEALTH ADVISORS, LLC held 128,580 USFR shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 128,580 shares
    Change vs previous 13F -18,104 shares

    1.88% of the 13F portfolio, value $6,470,127.

    13F-HR 0001951757-25-001406 filed by PALO ALTO 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 ended2025-06-30
    13F 146,684 shares
    Change vs previous 13F +29,358 shares

    2.79% of the 13F portfolio, value $7,379,694.

    13F-HR 0001951757-25-001091 filed by PALO ALTO 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 ended2025-03-31
    13F 117,326 shares
    Change vs previous 13F -41,597 shares

    2.31% of the 13F portfolio, value $5,912,074.

    13F-HR 0001951757-25-000562 filed by PALO ALTO 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 ended2024-12-31
    13F 158,923 shares
    Change vs previous 13F +15,249 shares

    2.81% of the 13F portfolio, value $7,997,022.

    13F-HR 0001951757-25-000266 filed by PALO ALTO 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 ended2024-09-30
    13F 143,674 shares
    Change vs previous 13F +13,896 shares

    3% of the 13F portfolio, value $7,239,736.

    13F-HR 0001951757-24-001178 filed by PALO ALTO 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 ended2024-06-30
    13F 129,778 shares
    Change vs previous 13F -45,353 shares

    4.51% of the 13F portfolio, value $6,529,144.

    13F-HR 0001951757-24-000747 filed by PALO ALTO 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 ended2024-03-31
    13F 175,131 shares
    Change vs previous 13F -26,829 shares

    6.21% of the 13F portfolio, value $8,807,356.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH 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 ended2023-12-31
    13F 201,960 shares
    Change vs previous 13F not available

    7.67% of the 13F portfolio, value $10,146,470.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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