Wallace Advisory Group, LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on T, newest first. How the timeline and the estimate are built.
Wallace Advisory Group, LLC held 21,086 T shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 21,086 sharesChange vs previous 13F +2,152 shares
0.41% of the 13F portfolio, value $436,481.
13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,934 sharesChange vs previous 13F +2,041 shares
0.59% of the 13F portfolio, value $548,897.
13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,893 sharesChange vs previous 13F -6,785 shares
0.44% of the 13F portfolio, value $419,622.
13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,678 sharesChange vs previous 13F -2,853 shares
0.55% of the 13F portfolio, value $685,241.
13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,531 sharesChange vs previous 13F -11,653 shares
0.54% of the 13F portfolio, value $750,297.
13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,184 sharesChange vs previous 13F +82 shares
0.6% of the 13F portfolio, value $869,450.
13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,102 sharesChange vs previous 13F -827 shares
0.58% of the 13F portfolio, value $838,244.
13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,929 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $743,933.
13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).