Wealth Advisory Solutions, LLC: IJJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisory Solutions, LLC on IJJ, newest first. How the timeline and the estimate are built.
Wealth Advisory Solutions, LLC held 18,366 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 18,366 sharesChange vs previous 13F -309 shares
0.56% of the 13F portfolio, value $2,713,209.
13F-HR 0001834802-26-000004 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 ended2026-03-3113F 18,675 sharesChange vs previous 13F +575 shares
0.55% of the 13F portfolio, value $2,474,438.
13F-HR 0001834802-26-000003 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 ended2025-12-3113F 18,100 sharesChange vs previous 13F -244 shares
0.56% of the 13F portfolio, value $2,381,779.
13F-HR 0001834802-26-000002 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 ended2025-09-3013F 18,344 sharesChange vs previous 13F -249 shares
0.58% of the 13F portfolio, value $2,379,584.
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).
- period ended2025-06-3013F 18,593 sharesChange vs previous 13F -134,153 shares
0.58% of the 13F portfolio, value $2,297,723.
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 152,746 sharesChange vs previous 13F -9,936 shares
4.84% of the 13F portfolio, value $18,288,279.
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).
- period ended2024-12-3113F 162,682 sharesChange vs previous 13F -4 shares
5.7% of the 13F portfolio, value $20,328,743.
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 162,686 sharesChange vs previous 13F not available
5.54% of the 13F portfolio, value $20,111,243.
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).