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Wealth Advisory Solutions, LLC: SPSM position timeline

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

Wealth Advisory Solutions, LLC held 95,161 SPSM 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 95,161 shares
    Change vs previous 13F +2,955 shares

    1.13% of the 13F portfolio, value $5,487,948.

    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 92,206 shares
    Change vs previous 13F +11,248 shares

    0.99% of the 13F portfolio, value $4,455,415.

    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 80,958 shares
    Change vs previous 13F +1,313 shares

    0.88% of the 13F portfolio, value $3,793,693.

    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 79,645 shares
    Change vs previous 13F +5,931 shares

    0.89% of the 13F portfolio, value $3,689,175.

    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 73,714 shares
    Change vs previous 13F +1,746 shares

    0.8% of the 13F portfolio, value $3,140,226.

    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 71,968 shares
    Change vs previous 13F +2,224 shares

    0.78% of the 13F portfolio, value $2,933,402.

    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 69,744 shares
    Change vs previous 13F +6,229 shares

    0.88% of the 13F portfolio, value $3,132,882.

    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 63,515 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,890,546.

    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).