Skip to content
Disclosery

Wealth Advisory Solutions, LLC: PFF position timeline

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

Wealth Advisory Solutions, LLC held 134,120 PFF 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 134,120 shares
    Change vs previous 13F +21,468 shares

    0.84% of the 13F portfolio, value $4,089,319.

    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 112,652 shares
    Change vs previous 13F -16,102 shares

    0.76% of the 13F portfolio, value $3,415,609.

    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 128,754 shares
    Change vs previous 13F -4,468 shares

    0.93% of the 13F portfolio, value $3,986,224.

    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 133,222 shares
    Change vs previous 13F +778 shares

    1.02% of the 13F portfolio, value $4,212,480.

    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 132,444 shares
    Change vs previous 13F +8,666 shares

    1.03% of the 13F portfolio, value $4,063,382.

    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 123,778 shares
    Change vs previous 13F +23,603 shares

    1.01% of the 13F portfolio, value $3,803,698.

    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 100,175 shares
    Change vs previous 13F +82,961 shares

    0.88% of the 13F portfolio, value $3,149,502.

    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 17,214 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $572,021.

    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).