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Wealth Advisory Solutions, LLC: SPIB position timeline

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

Wealth Advisory Solutions, LLC held 114,267 SPIB 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 114,267 shares
    Change vs previous 13F -1,967 shares

    0.78% of the 13F portfolio, value $3,823,379.

    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 116,234 shares
    Change vs previous 13F +3,585 shares

    0.87% of the 13F portfolio, value $3,898,476.

    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 112,649 shares
    Change vs previous 13F +401 shares

    0.89% of the 13F portfolio, value $3,808,674.

    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 112,248 shares
    Change vs previous 13F +3,545 shares

    0.92% of the 13F portfolio, value $3,804,085.

    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 108,703 shares
    Change vs previous 13F -4,356 shares

    0.92% of the 13F portfolio, value $3,650,247.

    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 113,059 shares
    Change vs previous 13F -8,570 shares

    0.99% of the 13F portfolio, value $3,758,081.

    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 121,629 shares
    Change vs previous 13F +7,767 shares

    1.12% of the 13F portfolio, value $3,984,566.

    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 113,862 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,838,288.

    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).