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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

FIX holding history

Comfort Systems USA Inc in every 13F filed by Wealth Preservation Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
65
Value
$128.8K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of FIX by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665$128.8K0.1%+3+4.8%AddedHolders
Q1 202662$85.5K0.1%+62NewHolders