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Disclosery

Spectrum Wealth Counsel, LLC: WSO position timeline

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

Spectrum Wealth Counsel, LLC held 11,614 WSO shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,614 shares
    Change vs previous 13F +31 shares

    0.71% of the 13F portfolio, value $5,903,397.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,583 shares
    Change vs previous 13F -83 shares

    0.65% of the 13F portfolio, value $5,489,068.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 11,666 shares
    Change vs previous 13F -49 shares

    0.68% of the 13F portfolio, value $5,738,273.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 11,715 shares
    Change vs previous 13F -905 shares

    0.69% of the 13F portfolio, value $5,426,857.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,620 shares
    Change vs previous 13F -95 shares

    0.67% of the 13F portfolio, value $5,451,462.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,715 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,447,997.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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