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Wealth Preservation Advisors, LLC: FHN position timeline

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

Wealth Preservation Advisors, LLC held 50,638 FHN 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 50,638 shares
    Change vs previous 13F +23,540 shares

    0.74% of the 13F portfolio, value $1,298,364.

    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 27,098 shares
    Change vs previous 13F -23,535 shares

    0.51% of the 13F portfolio, value $616,750.

    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 50,633 shares
    Change vs previous 13F +2 shares

    0.61% of the 13F portfolio, value $1,210,140.

    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 50,631 shares
    Change vs previous 13F +2 shares

    0.67% of the 13F portfolio, value $1,144,770.

    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 50,629 shares
    Change vs previous 13F +3 shares

    0.66% of the 13F portfolio, value $1,073,330.

    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 50,626 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $983,160.

    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).