Wealthstar Advisors, LLC PAA PLAINS ALL AMERN PIPELINE L

Ownership history in Wealthstar Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Wealthstar Advisors, LLC reported PLAINS ALL AMERN PIPELINE L (PAA) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.08% in 2026 Q1. The latest visible filing shows PAA at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthstar Advisors, LLC's position in PLAINS ALL AMERN PIPELINE L, 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
2026 Q1

PAA was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Wealthstar Advisors, LLC held PAA — position size vs. price
% of Fund (quarterly)    PAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 103,580 +62,477 +152.0% 1.08% $2.3M 2026-04-27 $21.88
2025 Q4 ADDED 41,103 +6,056 +17.3% 0.32% $738K 2026-01-30 $19.24
2025 Q3 REDUCED 15.3% +6.2% 35,047 -6,336 -15.3% 0.24% $598K 2025-11-12 $16.16
2025 Q2 ADDED 41,383 +4,037 +10.8% 0.29% $758K 2025-07-24 $17.75
2025 Q1 ADDED 37,346 +1,876 +5.3% 0.34% $747K 2025-04-25 $16.76
2024 Q4 ADDED 35,470 +2,144 +6.4% 0.26% $606K 2025-01-28 $18.48
2024 Q1 REDUCED 5.0% +4.5% 33,326 -1,759 -5.0% 0.20% $585K 2024-04-19 $15.30
2023 Q4 ADDED 35,085 +17,850 +103.6% 0.08% $532K 2024-01-16 $13.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthstar Advisors, LLC and PAA

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

How long has Wealthstar Advisors, LLC reported owning PAA?

Wealthstar Advisors, LLC reported PAA across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PAA position in Wealthstar Advisors, LLC's portfolio?

The largest reported portfolio weight for PAA was 1.08% in 2026 Q1.

What is the latest reported PAA position on this page?

The most recent filing on this page is 2026 Q1, when Wealthstar Advisors, LLC reported 103,580 shares, equal to 1.08% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PAA ownership page compare?

The chart compares Wealthstar Advisors, LLC's quarterly PAA 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.

How well did Wealthstar Advisors, LLC time their PAA position?

Based on 13F filing dates vs. subsequent PAA price moves, Wealthstar Advisors, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on PAA relative to SPY over the holding period was +0.9%.

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