Skip to content
Disclosery

Wealth Preservation Advisors, LLC: SPG position timeline

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

Wealth Preservation Advisors, LLC held 8,002 SPG 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 8,002 shares
    Change vs previous 13F +2,000 shares

    1.02% of the 13F portfolio, value $1,789,647.

    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 6,002 shares
    Change vs previous 13F -2,000 shares

    0.93% of the 13F portfolio, value $1,119,553.

    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 8,002 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,481,250.

    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 8,002 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,501,735.

    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 8,002 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,286,402.

    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 8,002 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,328,972.

    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).