Wealth Advisors of Tampa Bay, LLC
Holdings in NAD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,387,372 | 115,422 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,352,205 | 115,672 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,305,936 | 115,672 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,332,541 | 115,672 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,348,735 | 115,672 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,438,085 | 116,162 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,363,741 | 116,162 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,331,216 | 116,162 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $757,554 | 66,162 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $327,765 | 32,324 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $182,145 | 16,162 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $186,347 | 16,162 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $190,711 | 16,162 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $177,782 | 16,162 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $378,140 | 30,324 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $405,128 | 30,324 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $4,314,676 | 267,826 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $2,190,002 | 140,205 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $2,221,035 | 138,728 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $2,050,909 | 135,463 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $1,825,202 | 118,751 | Shares | Sole | 2021-01-22 |
| 2020-09-30 | $1,230,584 | 84,751 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $1,188,209 | 84,751 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $349,696 | 25,451 | Shares | Sole | 2020-04-17 |