Wealth Preservation Advisors, LLC GRAB β€” GRAB HLDGS LTD FCLASS A

Ownership history in Wealth Preservation Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Wealth Preservation Advisors, LLC reported GRAB HLDGS LTD FCLASS A (GRAB) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows GRAB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GRAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Preservation Advisors, LLC's position in GRAB HLDGS LTD FCLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GRAB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealth Preservation Advisors, LLC held GRAB β€” position size vs. price
% of Fund (quarterly)    GRAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 2,964 β€” 0% 0.01% $18K 2025-11-14 $5.41
2025 Q2 UNCHANGED β€” β€” β€” 2,964 β€” 0% 0.01% $15K 2025-08-14 $5.13
2025 Q1 INITIATED β€” β€” β€” 2,964 β€” β€” 0.01% $13K 2025-05-14 $5.25

FAQ About Wealth Preservation Advisors, LLC and GRAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealth Preservation Advisors, LLC reported owning GRAB?

Wealth Preservation Advisors, LLC reported GRAB across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported GRAB position in Wealth Preservation Advisors, LLC's portfolio?

The largest reported portfolio weight for GRAB was 0.01% in 2025 Q3.

What is the latest reported GRAB position on this page?

The most recent filing on this page is 2025 Q3, when Wealth Preservation Advisors, LLC reported 2,964 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this GRAB ownership page compare?

The chart compares Wealth Preservation Advisors, LLC's quarterly GRAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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