Skip to content
Disclosery

Wealth Advisory Solutions, LLC: IBTI position timeline

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

Wealth Advisory Solutions, LLC held 28,552 IBTI 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 28,552 shares
    Change vs previous 13F +4,909 shares

    0.13% of the 13F portfolio, value $632,141.

    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 23,643 shares
    Change vs previous 13F +1,676 shares

    0.12% of the 13F portfolio, value $526,837.

    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 21,967 shares
    Change vs previous 13F +337 shares

    0.11% of the 13F portfolio, value $491,292.

    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 21,630 shares
    Change vs previous 13F +914 shares

    0.12% of the 13F portfolio, value $484,188.

    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 20,716 shares
    Change vs previous 13F +628 shares

    0.12% of the 13F portfolio, value $463,210.

    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 20,088 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $446,958.

    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).