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Disclosery

Wealth Advisory Solutions, LLC: IDV position timeline

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

Wealth Advisory Solutions, LLC held 61,945 IDV 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 61,945 shares
    Change vs previous 13F -1,002 shares

    0.53% of the 13F portfolio, value $2,566,362.

    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 62,947 shares
    Change vs previous 13F -939 shares

    0.6% of the 13F portfolio, value $2,679,004.

    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 63,886 shares
    Change vs previous 13F -1,564 shares

    0.59% of the 13F portfolio, value $2,520,284.

    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 65,450 shares
    Change vs previous 13F -1,163 shares

    0.58% of the 13F portfolio, value $2,392,180.

    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 66,613 shares
    Change vs previous 13F -6,355 shares

    0.58% of the 13F portfolio, value $2,298,798.

    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 72,968 shares
    Change vs previous 13F +1,811 shares

    0.6% of the 13F portfolio, value $2,263,453.

    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 71,157 shares
    Change vs previous 13F -1,692 shares

    0.55% of the 13F portfolio, value $1,948,266.

    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 72,849 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,202,211.

    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).