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Wealth Advisory Solutions, LLC: SPTM position timeline

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

Wealth Advisory Solutions, LLC held 46,407 SPTM 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 46,407 shares
    Change vs previous 13F +2,130 shares

    0.86% of the 13F portfolio, value $4,213,364.

    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 44,277 shares
    Change vs previous 13F +3,679 shares

    0.78% of the 13F portfolio, value $3,500,593.

    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 40,598 shares
    Change vs previous 13F +1,247 shares

    0.78% of the 13F portfolio, value $3,349,356.

    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 39,351 shares
    Change vs previous 13F +4,079 shares

    0.77% of the 13F portfolio, value $3,173,672.

    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 35,272 shares
    Change vs previous 13F +910 shares

    0.67% of the 13F portfolio, value $2,641,528.

    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 34,362 shares
    Change vs previous 13F +2,763 shares

    0.62% of the 13F portfolio, value $2,336,987.

    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 31,599 shares
    Change vs previous 13F +3,886 shares

    0.63% of the 13F portfolio, value $2,257,115.

    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 27,713 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,941,552.

    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).