Skip to main content

Net Worth Advisory Group

SEC CIK
0001791998
Latest filing
Jul 13, 2026

WTW holding history

Willis Towers Watson PLC in every 13F filed by Net Worth Advisory Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2025
Holdings of WTW by Net Worth Advisory Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−777−100.0%Sold outHolders
Q1 2026777$226.0K<0.1%−109−12.3%ReducedHolders
Q4 2025886$291.3K0.1%−18−2.0%ReducedHolders
Q3 2025904$312.2K0.1%+904NewHolders