Wealth Preservation Advisors, LLCCoreConcentrated trader

CIK: 0001968434 | CHATTANOOGA, TN

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	118	$175.4M	2026-08-14	SEC ↗
Q1 2026	13F-HR	1102	$120.4M	2026-05-15	SEC ↗
Q4 2025	13F-HR	747	$198.7M	2026-02-23	SEC ↗
Q3 2025	13F-HR	716	$171.9M	2025-11-14	SEC ↗
Q2 2025	13F-HR	714	$162.2M	2025-08-14	SEC ↗
Q1 2025	13F-HR	684	$139.9M	2025-05-14	SEC ↗