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Wealth Advisors of Tampa Bay, LLCCoreConcentrated trader

CIK: 0001715228 | TAMPA, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR94$326.9M2026-08-14SEC ↗
Q1 2026
13F-HR93$302.4M2026-05-14SEC ↗
Q4 2025
13F-HR92$289.8M2026-02-09SEC ↗
Q3 2025
13F-HR95$300.2M2025-11-13SEC ↗
Q2 2025
13F-HR90$265.2M2025-08-14SEC ↗
Q1 2025
13F-HR150$246.0M2025-05-15SEC ↗
Q4 2024
13F-HR86$233.5M2025-02-13SEC ↗
Q3 2024
13F-HR88$239.6M2024-11-04SEC ↗
Q2 2024
13F-HR81$214.4M2024-08-12SEC ↗
Q1 2024
13F-HR81$210.5M2024-05-06SEC ↗
Q4 2023
13F-HR80$199.0M2024-01-25SEC ↗
Q3 2023
13F-HR98$363.3M2023-10-31SEC ↗
Q2 2023
13F-HR77$182.4M2023-08-03SEC ↗
Q1 2023
13F-HR76$174.8M2023-04-18SEC ↗
Q4 2022
13F-HR73$161.5M2023-02-14SEC ↗
Q3 2022
13F-HR77$16.5M2022-10-12SEC ↗
Q2 2022
13F-HR95$27.2M2022-07-18SEC ↗
Q1 2022
13F-HR104$26.1M2022-04-25SEC ↗
Q4 2021
13F-HR115$28.0M2022-02-10SEC ↗
Q3 2021
13F-HR81$12.6M2021-10-13SEC ↗
Q2 2021
13F-HR81$12.9M2021-07-27SEC ↗
Q1 2021
13F-HR81$12.6M2021-04-19SEC ↗
Q4 2020
13F-HR73$9.9M2021-01-22SEC ↗
Q3 2020
13F-HR73$9.5M2020-10-23SEC ↗
Q2 2020
13F-HR67$8.6M2020-08-11SEC ↗
Q1 2020
13F-HR64$5.0M2020-04-17SEC ↗
Q4 2019
13F-HR61$3.3M2020-01-23SEC ↗
Q3 2019
13F-HR68$3.7M2019-11-06SEC ↗
Q2 2019
13F-HR72$4.9M2019-07-23SEC ↗
Q1 2019
13F-HR69$5.7M2019-05-09SEC ↗
Q4 2018
13F-HR67$5.0M2019-02-08SEC ↗
Q3 2018
13F-HR69$5.9M2018-10-25SEC ↗
Q2 2018
13F-HR69$3.9M2018-07-19SEC ↗
Q1 2018
13F-HR70$7.8M2018-05-11SEC ↗
Q4 2017
13F-HR69$145.8K2018-02-07SEC ↗