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Disclosery

Wealth Advisory Team LLC: ISCF position timeline

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

Wealth Advisory Team LLC held 6,555 ISCF shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,555 shares
    Change vs previous 13F -5,586 shares

    0.24% of the 13F portfolio, value $271,894.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 12,141 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $470,707.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).