Current Market Value 394,778,382
Current Holdings 140
Most Recent File Date 2025-07-14
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealth Advisory Solutions, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-14 2025-06-30 13F-HR 140 394,778
2025-04-30 2025-03-31 13F-HR 136 377,925
2025-02-06 2024-12-31 13F-HR 127 356,900
2024-10-21 2024-09-30 13F-HR 122 363,286
2024-07-26 2024-06-30 13F-HR 124 368,936
2024-04-23 2024-03-31 13F-HR 124 386,140
2024-02-08 2023-12-31 13F-HR 79 286,438
2024-02-07 2023-09-30 13F-HR 116 510,499
2023-08-07 2023-06-30 13F-HR 92 375,722
2023-05-15 2023-03-31 13F-HR 128 376,202
2023-02-10 2022-12-31 13F-HR 129 372,352
2022-11-16 2022-09-30 13F-HR 131 361,866
2022-08-05 2022-06-30 13F-HR 145 406,342
2022-05-16 2022-03-31 13F-HR 147 480,744
2021-11-03 2021-09-30 13F-HR 180 450,038
2021-07-21 2021-06-30 13F-HR 166 421,317
2021-05-17 2021-03-31 13F-HR/A 1 N 66 133,669
2021-05-13 2021-03-31 13F-HR 90 347
2021-01-28 2020-12-31 13F-HR 160 368,458
2020-12-29 2020-09-30 13F-HR 177 377,019
2020-12-23 2020-06-30 13F-HR 179 359,072
2020-12-18 2020-03-31 13F-HR 154 294,489
2021-01-27 2019-12-31 13F-HR 180 379,544