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Disclosery

Wealth Advisory Solutions, LLC: CB position timeline

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

Wealth Advisory Solutions, LLC held 16,370 CB 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 16,370 shares
    Change vs previous 13F -1,687 shares

    1.15% of the 13F portfolio, value $5,577,914.

    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 18,057 shares
    Change vs previous 13F +105 shares

    1.31% of the 13F portfolio, value $5,885,318.

    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 17,952 shares
    Change vs previous 13F -89 shares

    1.31% of the 13F portfolio, value $5,603,178.

    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 18,041 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $5,092,072.

    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 18,041 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $5,226,839.

    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 18,041 shares
    Change vs previous 13F -1,548 shares

    1.44% of the 13F portfolio, value $5,448,202.

    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 19,589 shares
    Change vs previous 13F +10,050 shares

    1.52% of the 13F portfolio, value $5,412,441.

    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 9,539 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,750,952.

    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).