Skip to content
Disclosery

Wealth Advisory Solutions, LLC: TBIL position timeline

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

Wealth Advisory Solutions, LLC held 48,470 TBIL 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 48,470 shares
    Change vs previous 13F +2,926 shares

    0.5% of the 13F portfolio, value $2,416,714.

    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 45,544 shares
    Change vs previous 13F +8,451 shares

    0.51% of the 13F portfolio, value $2,270,824.

    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 37,093 shares
    Change vs previous 13F +21,694 shares

    0.43% of the 13F portfolio, value $1,850,199.

    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 15,399 shares
    Change vs previous 13F -2,839 shares

    0.19% of the 13F portfolio, value $769,950.

    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 18,238 shares
    Change vs previous 13F +9,419 shares

    0.23% of the 13F portfolio, value $911,809.

    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 8,819 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $441,038.

    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).