Skip to content
Disclosery

Wealth Advisory Solutions, LLC: IWM position timeline

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

Wealth Advisory Solutions, LLC held 15,094 IWM 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 15,094 shares
    Change vs previous 13F -1,449 shares

    0.93% of the 13F portfolio, value $4,534,870.

    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 16,543 shares
    Change vs previous 13F -1,137 shares

    0.91% of the 13F portfolio, value $4,102,771.

    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 17,680 shares
    Change vs previous 13F -992 shares

    1.01% of the 13F portfolio, value $4,352,185.

    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 18,672 shares
    Change vs previous 13F -157 shares

    1.09% of the 13F portfolio, value $4,517,876.

    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 18,829 shares
    Change vs previous 13F +161 shares

    1.03% of the 13F portfolio, value $4,063,055.

    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 18,668 shares
    Change vs previous 13F -3,266 shares

    0.99% of the 13F portfolio, value $3,724,179.

    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 21,934 shares
    Change vs previous 13F -140 shares

    1.36% of the 13F portfolio, value $4,846,601.

    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 22,074 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,875,862.

    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).