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Disclosery

Wallace Advisory Group, LLC: B position timeline

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

Wallace Advisory Group, LLC held 7,366 B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,366 shares
    Change vs previous 13F +1,770 shares

    0.25% of the 13F portfolio, value $270,553.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 5,596 shares
    Change vs previous 13F -62 shares

    0.24% of the 13F portfolio, value $228,261.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 5,658 shares
    Change vs previous 13F -5,895 shares

    0.26% of the 13F portfolio, value $246,406.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 11,553 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $240,534.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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