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Disclosery

44 WEALTH MANAGEMENT LLC: WTW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on WTW, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 0 WTW shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,939 shares

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,939 shares
    Change vs previous 13F +39 shares

    0.32% of the 13F portfolio, value $965,755.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 2,900 shares
    Change vs previous 13F +21 shares

    0.34% of the 13F portfolio, value $1,001,805.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 2,879 shares
    Change vs previous 13F -17 shares

    0.31% of the 13F portfolio, value $882,414.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 2,896 shares
    Change vs previous 13F -15 shares

    0.37% of the 13F portfolio, value $978,703.

    13F-HR 0001831187-25-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 2,911 shares
    Change vs previous 13F -218 shares

    0.35% of the 13F portfolio, value $911,842.

    13F-HR 0001831187-25-000001 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,129 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $913,418.

    13F-HR 0001831187-24-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).