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Wealth Preservation Advisors, LLC: VOT position timeline

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

Wealth Preservation Advisors, LLC held 4,027 VOT 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 4,027 shares
    Change vs previous 13F +667 shares

    0.7% of the 13F portfolio, value $1,233,466.

    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 3,360 shares
    Change vs previous 13F +370 shares

    0.72% of the 13F portfolio, value $864,625.

    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 2,990 shares
    Change vs previous 13F -7 shares

    0.42% of the 13F portfolio, value $834,529.

    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 2,997 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $880,348.

    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 2,996 shares
    Change vs previous 13F +34 shares

    0.53% of the 13F portfolio, value $852,163.

    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 2,962 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $724,736.

    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).