Skip to content
Disclosery

Wealth Advisory Solutions, LLC: SPMD position timeline

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

Wealth Advisory Solutions, LLC held 93,474 SPMD 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 93,474 shares
    Change vs previous 13F +4,143 shares

    1.3% of the 13F portfolio, value $6,315,099.

    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 89,331 shares
    Change vs previous 13F +6,559 shares

    1.18% of the 13F portfolio, value $5,290,143.

    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 82,772 shares
    Change vs previous 13F +2,742 shares

    1.12% of the 13F portfolio, value $4,793,289.

    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 80,030 shares
    Change vs previous 13F +8,226 shares

    1.11% of the 13F portfolio, value $4,576,904.

    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 71,804 shares
    Change vs previous 13F +4,036 shares

    0.99% of the 13F portfolio, value $3,904,706.

    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 67,768 shares
    Change vs previous 13F +10,092 shares

    0.92% of the 13F portfolio, value $3,468,365.

    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 57,676 shares
    Change vs previous 13F +8,111 shares

    0.88% of the 13F portfolio, value $3,154,296.

    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 49,565 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,710,202.

    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).