Skip to main content

Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

MTB holding history

M&T Bank Corp 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.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of MTB by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−140−100.0%Sold outHolders
Q4 2025140$28.1K<0.1%00.0%UnchangedHolders
Q3 2025140$27.6K<0.1%00.0%UnchangedHolders
Q2 2025140$27.1K<0.1%+1+0.7%AddedHolders
Q1 2025139$24.8K<0.1%–No prior filingHolders