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Wealth Advisors of Tampa Bay, LLC: TU 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 TU, newest first. How the timeline and the estimate are built.

Wealth Advisors of Tampa Bay, LLC held 123,295 TU 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 123,295 shares
    Change vs previous 13F -44,335 shares

    0.4% of the 13F portfolio, value $1,303,239.

    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 167,630 shares
    Change vs previous 13F +17,630 shares

    0.71% of the 13F portfolio, value $2,150,702.

    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 150,000 shares
    Change vs previous 13F -110,331 shares

    0.68% of the 13F portfolio, value $1,975,511.

    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 260,331 shares
    Change vs previous 13F -22,490 shares

    1.37% of the 13F portfolio, value $4,105,430.

    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 282,821 shares
    Change vs previous 13F +4,287 shares

    1.71% of the 13F portfolio, value $4,542,112.

    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 278,534 shares
    Change vs previous 13F +20,115 shares

    1.62% of the 13F portfolio, value $3,994,183.

    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 258,419 shares
    Change vs previous 13F -3,617 shares

    1.5% of the 13F portfolio, value $3,504,162.

    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 262,036 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,396,973.

    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).