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Wealth Advisors of Tampa Bay, LLC: CI position timeline

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

Wealth Advisors of Tampa Bay, LLC held 3,315 CI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,315 shares
    Change vs previous 13F +150 shares

    0.28% of the 13F portfolio, value $913,879.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, 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 3,165 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $844,264.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, 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 3,165 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $871,104.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, 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 3,165 shares
    Change vs previous 13F +545 shares

    0.3% of the 13F portfolio, value $912,312.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, 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 2,620 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $866,120.

    13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, 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 2,620 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $861,980.

    13F-HR 0001715228-25-000002 filed by Wealth Advisors of Tampa Bay, 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 2,620 shares
    Change vs previous 13F -1,300 shares

    0.31% of the 13F portfolio, value $723,487.

    13F-HR 0001715228-25-000001 filed by Wealth Advisors of Tampa Bay, 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 3,920 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,358,044.

    13F-HR 0001085146-24-005328 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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