Wealth Preservation Advisors, LLC: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Preservation Advisors, LLC on F, newest first. How the timeline and the estimate are built.
Wealth Preservation Advisors, LLC held 0 F shares at 2026-03-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,888 shares
13F-HR 0001968434-26-000006 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,888 sharesChange vs previous 13F -479 shares
0.01% of the 13F portfolio, value $24,773.
13F-HR 0001968434-26-000005 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,367 sharesChange vs previous 13F +23 shares
0.02% of the 13F portfolio, value $28,312.
13F-HR 0001968434-25-000005 filed by Wealth Preservation Advisors, 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 2,344 sharesChange vs previous 13F -1,903 shares
0.02% of the 13F portfolio, value $25,429.
13F-HR 0001968434-25-000003 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,247 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $42,601.
13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).