Wealth Advisory Team LLC: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisory Team LLC on VWO, newest first. How the timeline and the estimate are built.
Wealth Advisory Team LLC held 97,012 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 97,012 sharesChange vs previous 13F +1,309 shares
4.71% of the 13F portfolio, value $5,790,656.
13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 95,703 sharesChange vs previous 13F +4,809 shares
4.55% of the 13F portfolio, value $5,144,987.
13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 90,894 sharesChange vs previous 13F not available
4.2% of the 13F portfolio, value $4,495,614.
13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).