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Disclosery

Wealth Advisory Solutions, LLC: IWN position timeline

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

Wealth Advisory Solutions, LLC held 10,715 IWN 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 10,715 shares
    Change vs previous 13F +346 shares

    0.49% of the 13F portfolio, value $2,370,171.

    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 10,369 shares
    Change vs previous 13F +400 shares

    0.44% of the 13F portfolio, value $1,965,948.

    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 9,969 shares
    Change vs previous 13F -12 shares

    0.42% of the 13F portfolio, value $1,806,504.

    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 9,981 shares
    Change vs previous 13F +688 shares

    0.43% of the 13F portfolio, value $1,764,764.

    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 9,293 shares
    Change vs previous 13F +419 shares

    0.37% of the 13F portfolio, value $1,466,095.

    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 8,874 shares
    Change vs previous 13F +534 shares

    0.35% of the 13F portfolio, value $1,339,777.

    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 8,340 shares
    Change vs previous 13F +745 shares

    0.38% of the 13F portfolio, value $1,369,142.

    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 7,595 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,267,050.

    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).