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Wealth Advisory Solutions, LLC: IBDR position timeline

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

Wealth Advisory Solutions, LLC held 35,676 IBDR 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 35,676 shares
    Change vs previous 13F +1,290 shares

    0.18% of the 13F portfolio, value $864,429.

    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 34,386 shares
    Change vs previous 13F +22,960 shares

    0.19% of the 13F portfolio, value $833,517.

    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 11,426 shares
    Change vs previous 13F +590 shares

    0.06% of the 13F portfolio, value $276,852.

    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 10,836 shares
    Change vs previous 13F +826 shares

    0.06% of the 13F portfolio, value $263,315.

    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 10,010 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $242,743.

    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 10,010 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $242,342.

    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 10,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $240,941.

    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).