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Disclosery

4WEALTH ADVISORS, INC.: GOVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on GOVT, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 70,191 GOVT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,191 shares
    Change vs previous 13F -108 shares

    1.06% of the 13F portfolio, value $1,536,144.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,299 shares
    Change vs previous 13F -2,033 shares

    1.23% of the 13F portfolio, value $1,607,749.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 72,332 shares
    Change vs previous 13F -29,406 shares

    1.41% of the 13F portfolio, value $1,655,675.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 101,738 shares
    Change vs previous 13F -2,027 shares

    2.03% of the 13F portfolio, value $2,342,512.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 103,765 shares
    Change vs previous 13F -5,288 shares

    2.22% of the 13F portfolio, value $2,399,039.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 109,053 shares
    Change vs previous 13F -2,129 shares

    2.6% of the 13F portfolio, value $2,506,041.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 111,182 shares
    Change vs previous 13F -3,942 shares

    2.83% of the 13F portfolio, value $2,555,509.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 115,124 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $2,645,560.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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