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Wealth Preservation Advisors, LLC: FIS position timeline

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

Wealth Preservation Advisors, LLC held 0 FIS shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -621 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 621 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $41,272.

    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).

  3. period ended2025-09-30
    13F 654 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $43,125.

    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).

  4. period ended2025-06-30
    13F 673 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $54,789.

    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).

  5. period ended2025-03-31
    13F 666 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $49,737.

    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).