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Strata Wealth Advisors, LLC: AWI position timeline

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

Strata Wealth Advisors, LLC held 15,518 AWI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,518 shares
    Change vs previous 13F -32 shares

    0.61% of the 13F portfolio, value $2,489,398.

    13F-HR 0001946237-26-000006 filed by Strata 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 15,550 shares
    Change vs previous 13F -127 shares

    0.7% of the 13F portfolio, value $2,562,640.

    13F-HR 0001946237-26-000003 filed by Strata 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 15,677 shares
    Change vs previous 13F -933 shares

    0.83% of the 13F portfolio, value $2,995,875.

    13F-HR 0001946237-26-000002 filed by Strata 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 16,610 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $3,255,726.

    13F-HR 0001946237-25-000008 filed by Strata 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 ended2025-06-30
    13F 16,610 shares
    Change vs previous 13F -1 shares

    0.74% of the 13F portfolio, value $2,698,128.

    13F-HR 0001946237-25-000007 filed by Strata 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 ended2025-03-31
    13F 16,611 shares
    Change vs previous 13F -3 shares

    0.73% of the 13F portfolio, value $2,340,158.

    13F-HR 0001946237-25-000005 filed by Strata 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 ended2024-12-31
    13F 16,614 shares
    Change vs previous 13F +4 shares

    0.74% of the 13F portfolio, value $2,348,057.

    13F-HR 0001946237-25-000001 filed by Strata 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 ended2024-09-30
    13F 16,610 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,183,052.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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