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Wealth Preservation Advisors, LLC: FBK position timeline

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

Wealth Preservation Advisors, LLC held 19,000 FBK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,000 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,051,650.

    13F-HR 0001968434-26-000007 filed by Wealth Preservation Advisors, 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 19,000 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $986,860.

    13F-HR 0001968434-26-000006 filed by Wealth Preservation Advisors, 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 19,000 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,060,200.

    13F-HR 0001968434-26-000005 filed by Wealth Preservation Advisors, 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 19,000 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,059,060.

    13F-HR 0001968434-25-000005 filed by Wealth Preservation Advisors, 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 19,000 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $860,700.

    13F-HR 0001968434-25-000003 filed by Wealth Preservation Advisors, 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 19,000 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $880,840.

    13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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