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Disclosery

Wallace Advisory Group, LLC: SBUX position timeline

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

Wallace Advisory Group, LLC held 1,964 SBUX 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 1,964 shares
    Change vs previous 13F -1,234 shares

    0.19% of the 13F portfolio, value $200,701.

    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 3,198 shares
    Change vs previous 13F -845 shares

    0.31% of the 13F portfolio, value $286,509.

    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 4,043 shares
    Change vs previous 13F -3,026 shares

    0.36% of the 13F portfolio, value $340,461.

    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 7,069 shares
    Change vs previous 13F +1,277 shares

    0.52% of the 13F portfolio, value $647,732.

    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 5,792 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $568,137.

    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).