Current Market Value 265,175,644
Current Holdings 90
Most Recent File Date 2025-08-14
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealth Advisors of Tampa Bay, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 90 265,176
2025-05-15 2025-03-31 13F-HR 150 246,007
2025-02-13 2024-12-31 13F-HR 86 233,525
2024-11-04 2024-09-30 13F-HR 88 239,631
2024-08-12 2024-06-30 13F-HR 81 214,413
2024-05-06 2024-03-31 13F-HR 81 210,466
2024-01-25 2023-12-31 13F-HR 80 199,031
2023-10-31 2023-09-30 13F-HR 98 363,316
2023-08-03 2023-06-30 13F-HR 77 182,436
2023-04-18 2023-03-31 13F-HR 76 174,758
2023-02-14 2022-12-31 13F-HR 73 161,494
2022-10-12 2022-09-30 13F-HR 77 145,853
2022-07-18 2022-06-30 13F-HR 95 323,877
2022-04-25 2022-03-31 13F-HR 104 369,496
2022-02-10 2021-12-31 13F-HR 115 407,665
2021-10-13 2021-09-30 13F-HR 81 181,029
2021-07-27 2021-06-30 13F-HR 81 179,676
2021-04-19 2021-03-31 13F-HR 81 169,049
2021-01-22 2020-12-31 13F-HR 73 143,448
2020-10-23 2020-09-30 13F-HR 73 134,593
2020-08-11 2020-06-30 13F-HR 67 119,916
2020-04-17 2020-03-31 13F-HR 64 89,249
2020-01-23 2019-12-31 13F-HR 61 108,567
2019-11-06 2019-09-30 13F-HR 68 120,500
2019-07-23 2019-06-30 13F-HR 72 137,791
2019-05-09 2019-03-31 13F-HR 69 137,860
2019-02-07 2018-12-31 13F-HR 67 123,013
2018-10-25 2018-09-30 13F-HR 69 142,561
2018-07-19 2018-06-30 13F-HR 69 130,957
2018-05-11 2018-03-31 13F-HR 70 138,244
2018-02-07 2017-12-31 13F-HR 69 145,811