13F Filings History of Wealth Advisory Team LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$113,118,392
Signature - Title
Andrew J Pulsfort - Director of Personal Services
Location
Bellevue, KY
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisory Team LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisory Team LLC reported 39 stock holdings with total value $113,118,392 as of Q4 2025. Top holdings included ACIO, DRSK, DFUS, DBEF, and UCON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $113,118,392 +$2,015,562 -$1,852,554 +$163,008 ACIO, DRSK, DFUS, DBEF, UCON 13F-HR 05 Feb 2026, 10:31
Q2 2025 38 $106,918,650 $0 $0 $0 ACIO, DRSK, DFUS, DBEF, UCON 13F-HR 25 Jul 2025, 10:47