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Wealth Advisory Solutions, LLC: BSV position timeline

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

Wealth Advisory Solutions, LLC held 4,921 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,921 shares
    Change vs previous 13F -268 shares

    0.08% of the 13F portfolio, value $383,395.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 5,189 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $406,869.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 5,261 shares
    Change vs previous 13F -968 shares

    0.1% of the 13F portfolio, value $414,619.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 6,229 shares
    Change vs previous 13F +82 shares

    0.12% of the 13F portfolio, value $491,530.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 6,147 shares
    Change vs previous 13F -110 shares

    0.12% of the 13F portfolio, value $483,769.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 6,257 shares
    Change vs previous 13F -505 shares

    0.13% of the 13F portfolio, value $489,798.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 6,762 shares
    Change vs previous 13F -1,552 shares

    0.15% of the 13F portfolio, value $522,500.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 8,314 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $654,229.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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