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Wealth Advisory Solutions, LLC: SPYM position timeline

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

Wealth Advisory Solutions, LLC held 328,030 SPYM 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 328,030 shares
    Change vs previous 13F +5,583 shares

    5.92% of the 13F portfolio, value $28,827,312.

    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 322,447 shares
    Change vs previous 13F +1,610 shares

    5.5% of the 13F portfolio, value $24,680,104.

    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 320,837 shares
    Change vs previous 13F -5,469 shares

    6% of the 13F portfolio, value $25,737,541.

    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 326,306 shares
    Change vs previous 13F +17,392 shares

    6.19% of the 13F portfolio, value $25,562,837.

    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 308,914 shares
    Change vs previous 13F +7,093 shares

    5.69% of the 13F portfolio, value $22,454,979.

    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 301,821 shares
    Change vs previous 13F +12,943 shares

    5.25% of the 13F portfolio, value $19,847,736.

    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 288,878 shares
    Change vs previous 13F +21,714 shares

    5.58% of the 13F portfolio, value $19,915,221.

    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 267,164 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $18,036,251.

    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).