Wealth Preservation Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1968434
CHATTANOOGA, TN
Position in WPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,801
+$6,569 QoQ
Shares Held
487
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
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 WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $1,148,767 across 4 Gold names.
All Filings in WPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,801 | 487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,232 | 487 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $54,466 | 487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,732 | 487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,805 | 487 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||