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WEALTHEDGE INVESTMENT ADVISORS, LLC: TXO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHEDGE INVESTMENT ADVISORS, LLC on TXO, newest first. How the timeline and the estimate are built.

WEALTHEDGE INVESTMENT ADVISORS, LLC held 0 TXO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -13,818 shares

    13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT 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 ended2026-03-31
    13F 13,818 shares
    Change vs previous 13F -185,750 shares

    0.06% of the 13F portfolio, value $173,830.

    13F-HR 0002058455-26-000002 filed by WEALTHEDGE INVESTMENT 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 199,568 shares
    Change vs previous 13F +21,662 shares

    0.79% of the 13F portfolio, value $2,129,394.

    13F-HR 0002058455-26-000001 filed by WEALTHEDGE INVESTMENT 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 177,906 shares
    Change vs previous 13F +88,992 shares

    0.95% of the 13F portfolio, value $2,499,583.

    13F-HR 0002058455-25-000003 filed by WEALTHEDGE INVESTMENT 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 88,914 shares
    Change vs previous 13F +35,290 shares

    0.56% of the 13F portfolio, value $1,337,271.

    13F-HR 0001085146-25-004997 filed by WEALTHEDGE INVESTMENT 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 53,624 shares
    Change vs previous 13F -15,818 shares

    0.46% of the 13F portfolio, value $1,027,441.

    13F-HR 0001085146-25-003040 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 69,442 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,169,403.

    13F-HR 0001085146-25-001825 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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