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Wealth Advisory Solutions, LLC: SPAB position timeline

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

Wealth Advisory Solutions, LLC held 68,751 SPAB 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 68,751 shares
    Change vs previous 13F +1,025 shares

    0.36% of the 13F portfolio, value $1,754,521.

    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 67,726 shares
    Change vs previous 13F +4,424 shares

    0.39% of the 13F portfolio, value $1,735,154.

    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 63,302 shares
    Change vs previous 13F +160 shares

    0.38% of the 13F portfolio, value $1,630,036.

    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 63,142 shares
    Change vs previous 13F +4,264 shares

    0.4% of the 13F portfolio, value $1,632,225.

    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 58,878 shares
    Change vs previous 13F -2,765 shares

    0.38% of the 13F portfolio, value $1,507,281.

    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 61,643 shares
    Change vs previous 13F -175 shares

    0.42% of the 13F portfolio, value $1,574,366.

    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 61,818 shares
    Change vs previous 13F +3,557 shares

    0.43% of the 13F portfolio, value $1,544,836.

    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 58,261 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,522,946.

    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).