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Sharp Wealth Advisory, LLC: CTA position timeline

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

Sharp Wealth Advisory, LLC held 61,925 CTA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,925 shares
    Change vs previous 13F +8,525 shares

    0.74% of the 13F portfolio, value $1,606,334.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 53,400 shares
    Change vs previous 13F -7,340 shares

    0.8% of the 13F portfolio, value $1,613,748.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 60,740 shares
    Change vs previous 13F +6,100 shares

    0.83% of the 13F portfolio, value $1,655,772.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 54,640 shares
    Change vs previous 13F +5,150 shares

    0.83% of the 13F portfolio, value $1,528,281.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 49,490 shares
    Change vs previous 13F +15,750 shares

    0.85% of the 13F portfolio, value $1,323,363.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 33,740 shares
    Change vs previous 13F -5,260 shares

    0.76% of the 13F portfolio, value $998,704.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 39,000 shares
    Change vs previous 13F -6,175 shares

    0.83% of the 13F portfolio, value $1,087,710.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 45,175 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,174,550.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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