Wealth Preservation Advisors, LLC

Position in NTRS — Northern Trust Corp

CIK 1968434 CHATTANOOGA, TN

Position in NTRS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,282

New position

Shares Held

88

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Preservation Advisors, LLC holds $4,589,918 across 5 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	OBDC	Blue Owl Capital Corp	172,626	$1,876,444
2	APO	Apollo Global Management, Inc.	12,435	$1,471,184
3	AB	Alliancebernstein Holding L.P.	15,061	$530,448
4	KKR	KKR & Co. Inc.	4,975	$456,605
5	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	13,693	$255,237

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,282	88	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.