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Disclosery

Wealth Advisory Solutions, LLC: JPM position timeline

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

Wealth Advisory Solutions, LLC held 34,035 JPM 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 34,035 shares
    Change vs previous 13F -330 shares

    2.29% of the 13F portfolio, value $11,140,677.

    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 34,365 shares
    Change vs previous 13F -1,182 shares

    2.25% of the 13F portfolio, value $10,108,808.

    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 35,547 shares
    Change vs previous 13F -219 shares

    2.67% of the 13F portfolio, value $11,453,997.

    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 35,766 shares
    Change vs previous 13F -788 shares

    2.73% of the 13F portfolio, value $11,281,711.

    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 36,554 shares
    Change vs previous 13F -318 shares

    2.68% of the 13F portfolio, value $10,597,408.

    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 36,872 shares
    Change vs previous 13F -4,977 shares

    2.39% of the 13F portfolio, value $9,044,734.

    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 41,849 shares
    Change vs previous 13F +581 shares

    2.81% of the 13F portfolio, value $10,031,655.

    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 41,268 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $8,701,798.

    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).