Current Market Value 223,338,072
Current Holdings 67
Most Recent File Date 2023-10-24
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealth Advisors, Inc. . 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)
2023-10-24 2023-09-30 13F-HR 67 223,338
2023-07-18 2023-06-30 13F-HR 65 234,491
2023-05-08 2023-03-31 13F-HR 66 210,447
2023-01-26 2022-12-31 13F-HR 68 188,205
2022-10-14 2022-09-30 13F-HR 57 196,352
2022-08-05 2022-06-30 13F-HR 58 206,000
2022-04-14 2022-03-31 13F-HR 69 276,580
2022-01-24 2021-12-31 13F-HR 68 288,207
2021-11-15 2021-09-30 13F-HR 92 255,926
2021-08-04 2021-06-30 13F-HR 101 274,697
2021-04-28 2021-03-31 13F-HR 101 251,580
2021-02-04 2020-12-31 13F-HR 82 226,815
2020-10-19 2020-09-30 13F-HR 80 214,432
2020-07-13 2020-06-30 13F-HR 77 188,292
2020-04-17 2020-03-31 13F-HR 65 151,077
2020-03-16 2019-12-31 13F-HR 58 175,376