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Disclosery

Wallace Advisory Group, LLC: CI position timeline

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

Wallace Advisory Group, LLC held 11,681 CI 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 11,681 shares
    Change vs previous 13F -15 shares

    3.03% of the 13F portfolio, value $3,220,218.

    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 11,696 shares
    Change vs previous 13F -14 shares

    3.33% of the 13F portfolio, value $3,119,909.

    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 11,710 shares
    Change vs previous 13F -25 shares

    3.38% of the 13F portfolio, value $3,222,943.

    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 11,735 shares
    Change vs previous 13F -461 shares

    3.12% of the 13F portfolio, value $3,879,356.

    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).

  5. period ended2025-06-30
    13F 12,196 shares
    Change vs previous 13F +23 shares

    2.91% of the 13F portfolio, value $4,012,484.

    13F-HR 0001085146-25-004313 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).

  6. period ended2025-03-31
    13F 12,173 shares
    Change vs previous 13F -5 shares

    2.33% of the 13F portfolio, value $3,361,452.

    13F-HR 0001085146-25-001938 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).

  7. period ended2024-12-31
    13F 12,178 shares
    Change vs previous 13F +7 shares

    2.92% of the 13F portfolio, value $4,218,946.

    13F-HR 0001085146-25-000155 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).

  8. period ended2024-09-30
    13F 12,171 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $4,023,367.

    13F-HR 0001085146-24-004642 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).