Wealth Preservation Advisors, LLC
Position in IPST — Ip Strategy Holdings, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in IPST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$693
-$3,402 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IPST Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $687,741 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,290 | $687,741 |
All Filings in IPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $693 | 2,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,095 | 2,625 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $43,102 | 52,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,367 | 52,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,355 | 52,500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||