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Disclosery

Wealth Advisory Solutions, LLC: FLOT position timeline

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

Wealth Advisory Solutions, LLC held 8,693 FLOT 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 8,693 shares
    Change vs previous 13F -808 shares

    0.09% of the 13F portfolio, value $443,778.

    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 9,501 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $484,076.

    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 9,551 shares
    Change vs previous 13F -397 shares

    0.11% of the 13F portfolio, value $485,764.

    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 9,948 shares
    Change vs previous 13F -186 shares

    0.12% of the 13F portfolio, value $508,194.

    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 10,134 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $517,037.

    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 10,103 shares
    Change vs previous 13F -891 shares

    0.14% of the 13F portfolio, value $515,758.

    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 10,994 shares
    Change vs previous 13F -4 shares

    0.16% of the 13F portfolio, value $559,375.

    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 10,998 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $561,338.

    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).