Wealth Advisory Solutions, LLC: DWLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisory Solutions, LLC on DWLD, newest first. How the timeline and the estimate are built.
Wealth Advisory Solutions, LLC held 0 DWLD shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,131 shares
13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 5,131 sharesChange vs previous 13F +5,131 shares
0.05% of the 13F portfolio, value $212,632.
13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -7,169 shares
13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 7,169 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $260,306.
13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,169 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $271,710.
13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).