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Disclosery

Wallace Advisory Group, LLC: STIP position timeline

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

Wallace Advisory Group, LLC held 5,086 STIP 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 5,086 shares
    Change vs previous 13F -190 shares

    0.49% of the 13F portfolio, value $519,586.

    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 5,276 shares
    Change vs previous 13F -6,902 shares

    0.58% of the 13F portfolio, value $545,696.

    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 12,178 shares
    Change vs previous 13F -2,188 shares

    1.31% of the 13F portfolio, value $1,246,906.

    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 14,366 shares
    Change vs previous 13F -1,358 shares

    1.19% of the 13F portfolio, value $1,478,405.

    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 15,724 shares
    Change vs previous 13F -843 shares

    1.18% of the 13F portfolio, value $1,626,962.

    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 16,567 shares
    Change vs previous 13F +10,003 shares

    1.15% of the 13F portfolio, value $1,666,640.

    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 6,564 shares
    Change vs previous 13F -2,543 shares

    0.46% of the 13F portfolio, value $665,064.

    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 9,107 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $906,055.

    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).