Skip to content
Disclosery

Warren Street Wealth Advisors, LLC: WSGE position timeline

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

Warren Street Wealth Advisors, LLC held 2,121,729 WSGE 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 2,121,729 shares
    Change vs previous 13F +44,944 shares

    13.47% of the 13F portfolio, value $59,620,160.

    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 2,076,785 shares
    Change vs previous 13F +766,402 shares

    13.11% of the 13F portfolio, value $51,240,111.

    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 1,310,383 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $32,732,195.

    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).