Skip to content
Disclosery

Warren Street Wealth Advisors, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warren Street Wealth Advisors, LLC on PWZ, newest first. How the timeline and the estimate are built.

Warren Street Wealth Advisors, LLC held 19,369 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,369 shares
    Change vs previous 13F -182 shares

    0.11% of the 13F portfolio, value $474,723.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 19,551 shares
    Change vs previous 13F -238 shares

    0.12% of the 13F portfolio, value $466,682.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, 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 19,789 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $478,102.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, 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 19,789 shares
    Change vs previous 13F -118 shares

    0.14% of the 13F portfolio, value $473,353.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, 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 19,907 shares
    Change vs previous 13F -665 shares

    0.15% of the 13F portfolio, value $464,629.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 20,572 shares
    Change vs previous 13F -563 shares

    0.19% of the 13F portfolio, value $490,642.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 21,135 shares
    Change vs previous 13F -474 shares

    0.21% of the 13F portfolio, value $522,035.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 21,609 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $541,954.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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